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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 | $5,676 | $48,277-88.2% | $67,511-91.6% | $80,874-93.0% |
| Participation rate | 80.0% | 66.4%+13.6pp | 72.9%+7.1pp | 67.6%+12.4pp |
| Annual return | 12.15% | 18.27%-6.1pp | 3517.41%-3505.3pp | 35.62%-23.5pp |
| Employer contribution / active EE | $666 | $2,021-67.1% | $2,733-75.6% | $2,756-75.8% |
| Participant deferral / active EE | $651 | $2,926-77.8% | $4,000-83.7% | $4,297-84.9% |
| Admin fee / account holder | $896 | $3,687-75.7% | $3,999-77.6% | $6,935-87.1% |