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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 | $3,244 | $98,766-96.7% | $149,730-97.8% | $79,852-95.9% |
| Participation rate | 83.9% | 75.8%+8.1pp | 82.5%+1.4pp | 69.6%+14.2pp |
| Annual return | 28.05% | 27.43%+0.6pp | 276.70%-248.7pp | 31.72%-3.7pp |
| Employer contribution / active EE | $1,063 | $3,217-67.0% | $4,645-77.1% | $2,471-57.0% |
| Participant deferral / active EE | $1,214 | $5,681-78.6% | $6,843-82.3% | $3,740-67.5% |
| Admin fee / account holder | $635 | $6,052-89.5% | $9,310-93.2% | $5,306-88.0% |