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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 | $6,519 | $107,421-93.9% | $182,262-96.4% | $94,015-93.1% |
| Participation rate | 92.6% | 77.8%+14.9pp | 84.2%+8.4pp | 70.8%+21.8pp |
| Annual return | 34.49% | 21.32%+13.2pp | 140.60%-106.1pp | 17.84%+16.6pp |
| Employer contribution / active EE | $1,729 | $3,448-49.8% | $5,046-65.7% | $2,790-38.0% |
| Participant deferral / active EE | $2,101 | $6,558-68.0% | $8,276-74.6% | $4,249-50.5% |
| Admin fee / account holder | $507 | $8,692-94.2% | $16,712-97.0% | $8,951-94.3% |