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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 | $2,483 | $94,436-97.4% | $115,599-97.9% | $82,637-97.0% |
| Participation rate | 91.9% | 70.4%+21.5pp | 74.3%+17.6pp | 68.1%+23.8pp |
| Annual return | 30.09% | 18.37%+11.7pp | 111.10%-81.0pp | 53.51%-23.4pp |
| Employer contribution / active EE | $1,056 | $2,324-54.6% | $2,955-64.3% | $2,552-58.6% |
| Participant deferral / active EE | $1,281 | $3,955-67.6% | $4,889-73.8% | $4,126-69.0% |
| Admin fee / account holder | $1,149 | $10,328-88.9% | $12,841-91.1% | $7,339-84.3% |