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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 | $4,100 | $80,985-94.9% | $96,576-95.8% | $75,181-94.5% |
| Participation rate | 82.1% | 71.8%+10.4pp | 76.0%+6.2pp | 67.2%+14.9pp |
| Annual return | 285.24% | 27.05%+258.2pp | 25.87%+259.4pp | 160.69%+124.6pp |
| Employer contribution / active EE | $1,215 | $2,282-46.7% | $2,965-59.0% | $2,671-54.5% |
| Participant deferral / active EE | $1,493 | $3,929-62.0% | $4,851-69.2% | $4,126-63.8% |
| Admin fee / account holder | $606 | $6,719-91.0% | $8,253-92.7% | $5,650-89.3% |