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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 | $5,062 | $63,346-92.0% | $92,240-94.5% | $70,126-92.8% |
| Participation rate | 97.9% | 68.7%+29.2pp | 76.5%+21.4pp | 69.5%+28.3pp |
| Annual return | 18.27% | 530.19%-511.9pp | 176.29%-158.0pp | 73.15%-54.9pp |
| Employer contribution / active EE | $827 | $2,471-66.5% | $3,680-77.5% | $2,343-64.7% |
| Participant deferral / active EE | $1,096 | $2,854-61.6% | $3,897-71.9% | $3,332-67.1% |
| Admin fee / account holder | $412 | $3,841-89.3% | $5,194-92.1% | $4,645-91.1% |