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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 | $3,337 | $101,618-96.7% | $93,063-96.4% | $137,256-97.6% |
| Participation rate | 83.3% | 74.9%+8.4pp | 72.1%+11.2pp | 80.0%+3.4pp |
| Annual return | 19.70% | 223.95%-204.2pp | 34.15%-14.5pp | 220.34%-200.6pp |
| Employer contribution / active EE | $527 | $2,707-80.5% | $2,476-78.7% | $4,156-87.3% |
| Participant deferral / active EE | $566 | $4,279-86.8% | $3,958-85.7% | $6,407-91.2% |
| Admin fee / account holder | $866 | $6,198-86.0% | $6,033-85.6% | $12,270-92.9% |