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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 | $8,076 | $85,766-90.6% | $136,298-94.1% | $70,126-88.5% |
| Participation rate | 81.3% | 74.2%+7.1pp | 81.9%-0.7pp | 69.5%+11.7pp |
| Annual return | 15.11% | 31.46%-16.3pp | 5156.27%-5141.2pp | 73.15%-58.0pp |
| Employer contribution / active EE | $579 | $2,966-80.5% | $4,696-87.7% | $2,343-75.3% |
| Participant deferral / active EE | $1,679 | $5,051-66.8% | $6,247-73.1% | $3,332-49.6% |
| Admin fee / account holder | $1,037 | $5,421-80.9% | $9,244-88.8% | $4,645-77.7% |