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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 | $4,897 | $111,535-95.6% | $105,223-95.3% | $137,256-96.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 27.24% | 237.85%-210.6pp | 180.65%-153.4pp | 220.34%-193.1pp |
| Employer contribution / active EE | $1,589 | $3,939-59.7% | $3,689-56.9% | $4,156-61.8% |
| Participant deferral / active EE | $1,119 | $5,500-79.7% | $5,072-77.9% | $6,407-82.5% |
| Admin fee / account holder | $630 | $9,721-93.5% | $8,859-92.9% | $12,270-94.9% |