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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 | $6,438 | $59,440-89.2% | $78,004-91.7% | $82,637-92.2% |
| Participation rate | 73.8% | 62.8%+11.0pp | 69.4%+4.3pp | 68.1%+5.7pp |
| Annual return | 21.44% | 40.24%-18.8pp | 31.07%-9.6pp | 53.51%-32.1pp |
| Employer contribution / active EE | $698 | $1,750-60.1% | $2,469-71.7% | $2,552-72.6% |
| Participant deferral / active EE | $832 | $3,138-73.5% | $4,092-79.7% | $4,126-79.8% |
| Admin fee / account holder | $573 | $5,504-89.6% | $7,578-92.4% | $7,339-92.2% |