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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 | $2,527 | $109,908-97.7% | $97,161-97.4% | $145,978-98.3% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 15.46% | 243.80%-228.3pp | 75.36%-59.9pp | 550.52%-535.1pp |
| Employer contribution / active EE | $447 | $3,077-85.5% | $2,723-83.6% | $4,662-90.4% |
| Participant deferral / active EE | $474 | $4,679-89.9% | $4,265-88.9% | $6,690-92.9% |
| Admin fee / account holder | $675 | $6,213-89.1% | $5,647-88.0% | $13,400-95.0% |