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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 | $4,226 | $111,535-96.2% | $105,223-96.0% | $137,256-96.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.76% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,315 | $3,939-66.6% | $3,689-64.3% | $4,156-68.4% |
| Participant deferral / active EE | $1,452 | $5,500-73.6% | $5,072-71.4% | $6,407-77.3% |
| Admin fee / account holder | $559 | $9,721-94.3% | $8,859-93.7% | $12,270-95.4% |