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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 | $9,252 | $106,864-91.3% | $147,318-93.7% | $82,637-88.8% |
| Participation rate | 87.2% | 75.5%+11.7pp | 82.1%+5.1pp | 68.1%+19.1pp |
| Annual return | 308.21% | 27.49%+280.7pp | 70.43%+237.8pp | 53.51%+254.7pp |
| Employer contribution / active EE | $717 | $3,417-79.0% | $4,593-84.4% | $2,552-71.9% |
| Participant deferral / active EE | $2,041 | $6,496-68.6% | $7,906-74.2% | $4,126-50.5% |
| Admin fee / account holder | $634 | $8,415-92.5% | $13,708-95.4% | $7,339-91.4% |