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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 | $4,416 | $88,672-95.0% | $105,223-95.8% | $82,448-94.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 16.90% | 30.86%-14.0pp | 180.65%-163.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $961 | $3,048-68.5% | $3,689-73.9% | $2,551-62.3% |
| Participant deferral / active EE | $1,672 | $4,036-58.6% | $5,072-67.0% | $4,139-59.6% |
| Admin fee / account holder | $554 | $7,146-92.2% | $8,859-93.7% | $7,234-92.3% |