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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 | $3,828 | $74,535-94.9% | $100,712-96.2% | $82,637-95.4% |
| Participation rate | 86.4% | 61.2%+25.2pp | 69.3%+17.1pp | 68.1%+18.3pp |
| Annual return | 22.94% | 18.92%+4.0pp | 33.27%-10.3pp | 53.51%-30.6pp |
| Employer contribution / active EE | $490 | $1,503-67.4% | $2,313-78.8% | $2,552-80.8% |
| Participant deferral / active EE | $743 | $3,074-75.8% | $4,085-81.8% | $4,126-82.0% |
| Admin fee / account holder | $311 | $6,576-95.3% | $9,256-96.6% | $7,339-95.8% |