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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 | $3,631 | $48,314-92.5% | $67,561-94.6% | $80,925-95.5% |
| Participation rate | 92.9% | 66.4%+26.5pp | 72.9%+20.0pp | 67.7%+25.2pp |
| Annual return | 12.76% | 18.28%-5.5pp | 3525.44%-3512.7pp | 35.65%-22.9pp |
| Employer contribution / active EE | $650 | $2,022-67.9% | $2,735-76.2% | $2,756-76.4% |
| Participant deferral / active EE | $735 | $2,927-74.9% | $4,003-81.6% | $4,299-82.9% |
| Admin fee / account holder | $438 | $3,690-88.1% | $4,006-89.1% | $6,940-93.7% |