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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 | $93,345-94.9% | $119,126-96.0% | $87,485-94.5% |
| Participation rate | 94.6% | 68.7%+25.9pp | 75.8%+18.8pp | 68.9%+25.7pp |
| Annual return | 28.74% | 19.08%+9.7pp | 282.11%-253.4pp | 26.06%+2.7pp |
| Employer contribution / active EE | $1,223 | $3,172-61.4% | $4,034-69.7% | $2,596-52.9% |
| Participant deferral / active EE | $1,580 | $4,099-61.5% | $5,318-70.3% | $4,274-63.0% |
| Admin fee / account holder | $324 | $8,039-96.0% | $10,693-97.0% | $7,775-95.8% |