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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 | $2,325 | $75,541-96.9% | $152,093-98.5% | $82,637-97.2% |
| Participation rate | 98.6% | 66.5%+32.1pp | 77.8%+20.9pp | 68.1%+30.6pp |
| Annual return | 25.38% | 32.56%-7.2pp | 66.36%-41.0pp | 53.51%-28.1pp |
| Employer contribution / active EE | $413 | $2,622-84.3% | $4,175-90.1% | $2,552-83.8% |
| Participant deferral / active EE | $783 | $3,206-75.6% | $5,451-85.6% | $4,126-81.0% |
| Admin fee / account holder | $441 | $6,405-93.1% | $14,497-97.0% | $7,339-94.0% |