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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 | $5,812 | $98,766-94.1% | $149,730-96.1% | $79,852-92.7% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 22.34% | 27.43%-5.1pp | 276.70%-254.4pp | 31.72%-9.4pp |
| Employer contribution / active EE | $1,429 | $3,217-55.6% | $4,645-69.2% | $2,471-42.2% |
| Participant deferral / active EE | $1,268 | $5,681-77.7% | $6,843-81.5% | $3,740-66.1% |
| Admin fee / account holder | $981 | $6,052-83.8% | $9,310-89.5% | $5,306-81.5% |