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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 | $7,991 | $64,920-87.7% | $103,693-92.3% | $86,983-90.8% |
| Participation rate | 88.0% | 63.6%+24.4pp | 72.6%+15.4pp | 69.5%+18.5pp |
| Annual return | 18.11% | 30.29%-12.2pp | 47.61%-29.5pp | 25.83%-7.7pp |
| Employer contribution / active EE | $290 | $2,141-86.5% | $2,920-90.1% | $2,584-88.8% |
| Participant deferral / active EE | $770 | $3,241-76.2% | $4,579-83.2% | $4,194-81.6% |
| Admin fee / account holder | $987 | $6,191-84.1% | $7,858-87.4% | $7,856-87.4% |