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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 | $2,626 | $70,684-96.3% | $169,390-98.4% | $75,173-96.5% |
| Participation rate | 82.4% | 64.8%+17.6pp | 77.2%+5.2pp | 67.2%+15.1pp |
| Annual return | 23.71% | 36.38%-12.7pp | 406.07%-382.4pp | 160.72%-137.0pp |
| Employer contribution / active EE | $567 | $2,211-74.4% | $4,013-85.9% | $2,671-78.8% |
| Participant deferral / active EE | $833 | $4,310-80.7% | $6,222-86.6% | $4,126-79.8% |
| Admin fee / account holder | $344 | $5,404-93.6% | $9,015-96.2% | $5,651-93.9% |