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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 | $1,652 | $101,618-98.4% | $93,063-98.2% | $137,256-98.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 28.57% | 223.95%-195.4pp | 34.15%-5.6pp | 220.34%-191.8pp |
| Employer contribution / active EE | $409 | $2,707-84.9% | $2,476-83.5% | $4,156-90.2% |
| Participant deferral / active EE | $431 | $4,279-89.9% | $3,958-89.1% | $6,407-93.3% |
| Admin fee / account holder | $337 | $6,198-94.6% | $6,033-94.4% | $12,270-97.3% |