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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 | $2,153 | $81,358-97.4% | $155,556-98.6% | $80,959-97.3% |
| Participation rate | 90.9% | 66.3%+24.6pp | 78.2%+12.7pp | 67.7%+23.2pp |
| Annual return | 12.09% | 33.39%-21.3pp | 64.84%-52.7pp | 35.67%-23.6pp |
| Employer contribution / active EE | $579 | $3,106-81.3% | $4,675-87.6% | $2,757-79.0% |
| Participant deferral / active EE | $588 | $3,455-83.0% | $5,631-89.6% | $4,300-86.3% |
| Admin fee / account holder | $958 | $7,994-88.0% | $15,885-94.0% | $6,925-86.2% |