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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 | $5,760 | $99,053-94.2% | $88,179-93.5% | $138,895-95.9% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.1%+7.8pp | 79.9%-3.0pp |
| Annual return | 22.05% | 78.17%-56.1pp | 64.97%-42.9pp | 145.39%-123.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $669 | $5,225-87.2% | $4,614-85.5% | $6,396-89.5% |
| Admin fee / account holder | $464 | $8,748-94.7% | $7,673-94.0% | $12,562-96.3% |