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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 | $6,868 | $69,977-90.2% | $108,582-93.7% | $62,881-89.1% |
| Participation rate | 75.0% | 72.9%+2.1pp | 79.6%-4.6pp | 69.3%+5.7pp |
| Annual return | 17.39% | 10.73%+6.7pp | -51.70%+69.1pp | 20.14%-2.8pp |
| Employer contribution / active EE | $503 | $2,135-76.5% | $3,758-86.6% | $2,281-78.0% |
| Participant deferral / active EE | $757 | $3,165-76.1% | $4,311-82.4% | $3,203-76.4% |
| Admin fee / account holder | $725 | $5,076-85.7% | $7,645-90.5% | $4,296-83.1% |