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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,753 | $78,425-87.6% | $95,956-89.8% | $79,858-87.8% |
| Participation rate | 94.3% | 73.5%+20.8pp | 77.1%+17.3pp | 69.6%+24.7pp |
| Annual return | 19.16% | 19.37%-0.2pp | 91.63%-72.5pp | 31.72%-12.6pp |
| Employer contribution / active EE | $1,148 | $1,945-41.0% | $2,541-54.8% | $2,471-53.5% |
| Participant deferral / active EE | $1,554 | $3,440-54.8% | $4,167-62.7% | $3,740-58.5% |
| Admin fee / account holder | $597 | $5,622-89.4% | $6,797-91.2% | $5,306-88.7% |