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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 | $5,638 | $111,535-94.9% | $105,223-94.6% | $137,256-95.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.64% | 237.85%-217.2pp | 180.65%-160.0pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,563 | $3,939-60.3% | $3,689-57.6% | $4,156-62.4% |
| Participant deferral / active EE | $1,270 | $5,500-76.9% | $5,072-75.0% | $6,407-80.2% |
| Admin fee / account holder | $1,554 | $9,721-84.0% | $8,859-82.5% | $12,270-87.3% |