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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 | $6,104 | $72,486-91.6% | $87,103-93.0% | $72,976-91.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 22.73% | 24.46%-1.7pp | 28.19%-5.5pp | 81.02%-58.3pp |
| Employer contribution / active EE | $635 | $1,894-66.5% | $2,521-74.8% | $2,440-74.0% |
| Participant deferral / active EE | $668 | $3,270-79.6% | $4,049-83.5% | $3,608-81.5% |
| Admin fee / account holder | $398 | $5,055-92.1% | $7,491-94.7% | $5,124-92.2% |