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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 | $3,358 | $48,327-93.1% | $67,575-95.0% | $80,935-95.9% |
| Participation rate | 85.2% | 66.4%+18.8pp | 72.9%+12.3pp | 67.7%+17.5pp |
| Annual return | 11.98% | 18.31%-6.3pp | 3528.98%-3517.0pp | 35.66%-23.7pp |
| Employer contribution / active EE | $608 | $2,022-69.9% | $2,736-77.8% | $2,757-77.9% |
| Participant deferral / active EE | $644 | $2,927-78.0% | $4,003-83.9% | $4,299-85.0% |
| Admin fee / account holder | $504 | $3,692-86.3% | $3,993-87.4% | $6,924-92.7% |