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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 | $4,045 | $104,251-96.1% | $91,004-95.6% | $147,586-97.3% |
| Participation rate | 88.2% | 78.2%+10.0pp | 75.6%+12.6pp | 82.8%+5.4pp |
| Annual return | 22.13% | 27.06%-4.9pp | 4.60%+17.5pp | 578.59%-556.5pp |
| Employer contribution / active EE | $1,050 | $3,116-66.3% | $2,456-57.2% | $4,876-78.5% |
| Participant deferral / active EE | $1,086 | $4,195-74.1% | $3,548-69.4% | $5,439-80.0% |
| Admin fee / account holder | $350 | $8,948-96.1% | $5,417-93.5% | $10,886-96.8% |