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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 | $4,791 | $88,672-94.6% | $105,223-95.4% | $82,448-94.2% |
| Participation rate | 94.6% | 67.9%+26.7pp | 75.0%+19.5pp | 68.1%+26.5pp |
| Annual return | 28.74% | 30.86%-2.1pp | 180.65%-151.9pp | 41.64%-12.9pp |
| Employer contribution / active EE | $1,223 | $3,048-59.9% | $3,689-66.9% | $2,551-52.1% |
| Participant deferral / active EE | $1,580 | $4,036-60.9% | $5,072-68.9% | $4,139-61.8% |
| Admin fee / account holder | $324 | $7,146-95.5% | $8,859-96.3% | $7,234-95.5% |