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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 | $2,253 | $108,882-97.9% | $96,754-97.7% | $154,746-98.5% |
| Participation rate | 93.3% | 75.1%+18.3pp | 70.3%+23.1pp | 80.7%+12.6pp |
| Annual return | 22.18% | 98.39%-76.2pp | 82.04%-59.9pp | 172.34%-150.2pp |
| Employer contribution / active EE | $466 | $3,018-84.5% | $2,679-82.6% | $4,379-89.3% |
| Participant deferral / active EE | $572 | $5,323-89.3% | $4,758-88.0% | $6,730-91.5% |
| Admin fee / account holder | $312 | $10,200-96.9% | $8,905-96.5% | $14,365-97.8% |