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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 | $7,632 | $77,962-90.2% | $178,540-95.7% | $80,935-90.6% |
| Participation rate | 81.1% | 65.7%+15.4pp | 77.1%+4.0pp | 67.7%+13.4pp |
| Annual return | 15.56% | 18.10%-2.5pp | 27.15%-11.6pp | 35.66%-20.1pp |
| Employer contribution / active EE | $526 | $2,280-76.9% | $3,953-86.7% | $2,757-80.9% |
| Participant deferral / active EE | $931 | $4,404-78.9% | $6,281-85.2% | $4,299-78.4% |
| Admin fee / account holder | $414 | $7,156-94.2% | $10,424-96.0% | $6,924-94.0% |