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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 | $1,820 | $72,071-97.5% | $68,368-97.3% | $137,256-98.7% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 23.97% | 353.14%-329.2pp | 292.57%-268.6pp | 220.34%-196.4pp |
| Employer contribution / active EE | $418 | $2,788-85.0% | $2,649-84.2% | $4,156-89.9% |
| Participant deferral / active EE | $455 | $4,410-89.7% | $4,123-89.0% | $6,407-92.9% |
| Admin fee / account holder | $358 | $5,336-93.3% | $5,150-93.0% | $12,270-97.1% |