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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 | $4,003 | $64,719-93.8% | $112,249-96.4% | $68,486-94.2% |
| Participation rate | 76.9% | 67.2%+9.8pp | 75.1%+1.9pp | 67.9%+9.0pp |
| Annual return | 176.94% | -11.40%+188.3pp | 27.48%+149.5pp | -7.85%+184.8pp |
| Employer contribution / active EE | $861 | $2,747-68.7% | $3,636-76.3% | $2,597-66.8% |
| Participant deferral / active EE | $265 | $3,565-92.6% | $4,729-94.4% | $4,028-93.4% |
| Admin fee / account holder | $629 | $5,232-88.0% | $6,412-90.2% | $5,404-88.4% |