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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 | $3,902 | $89,367-95.6% | $141,191-97.2% | $72,975-94.7% |
| Participation rate | 81.0% | 75.1%+5.8pp | 82.5%-1.5pp | 69.5%+11.5pp |
| Annual return | 29.63% | 111.87%-82.2pp | 71.41%-41.8pp | 81.01%-51.4pp |
| Employer contribution / active EE | $1,031 | $3,115-66.9% | $4,736-78.2% | $2,440-57.8% |
| Participant deferral / active EE | $1,816 | $5,419-66.5% | $6,710-72.9% | $3,608-49.7% |
| Admin fee / account holder | $622 | $5,957-89.6% | $10,264-93.9% | $5,124-87.9% |