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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 | $4,794 | $91,536-94.8% | $130,062-96.3% | $75,177-93.6% |
| Participation rate | 93.9% | 71.5%+22.5pp | 78.5%+15.4pp | 67.2%+26.7pp |
| Annual return | 23.12% | -631.62%+654.7pp | -137.37%+160.5pp | 160.75%-137.6pp |
| Employer contribution / active EE | $919 | $2,845-67.7% | $4,322-78.7% | $2,671-65.6% |
| Participant deferral / active EE | $1,765 | $4,343-59.4% | $5,821-69.7% | $4,126-57.2% |
| Admin fee / account holder | $332 | $6,780-95.1% | $10,601-96.9% | $5,651-94.1% |