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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 | $3,254 | $73,978-95.6% | $96,515-96.6% | $75,173-95.7% |
| Participation rate | 98.5% | 66.4%+32.1pp | 74.3%+24.2pp | 67.2%+31.3pp |
| Annual return | 21.96% | 26.72%-4.8pp | 35.73%-13.8pp | 160.72%-138.8pp |
| Employer contribution / active EE | $2,511 | $2,931-14.3% | $3,740-32.8% | $2,671-6.0% |
| Participant deferral / active EE | $9 | $3,660-99.8% | $4,880-99.8% | $4,126-99.8% |
| Admin fee / account holder | $822 | $5,219-84.2% | $6,735-87.8% | $5,651-85.4% |