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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 | $11,574 | $101,950-88.6% | $125,529-90.8% | $86,983-86.7% |
| Participation rate | 98.0% | 70.2%+27.9pp | 74.7%+23.3pp | 69.5%+28.5pp |
| Annual return | 31.13% | 18.29%+12.8pp | 202.56%-171.4pp | 25.83%+5.3pp |
| Employer contribution / active EE | $3,730 | $2,358+58.2% | $3,058+22.0% | $2,584+44.3% |
| Participant deferral / active EE | $463 | $3,862-88.0% | $4,813-90.4% | $4,194-89.0% |
| Admin fee / account holder | $325 | $12,791-97.5% | $16,298-98.0% | $7,856-95.9% |