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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 | $2,939 | $50,554-94.2% | $67,681-95.7% | $87,485-96.6% |
| Participation rate | 73.1% | 67.7%+5.4pp | 73.7%-0.7pp | 68.9%+4.1pp |
| Annual return | 18.15% | 17.81%+0.3pp | 590.58%-572.4pp | 26.06%-7.9pp |
| Employer contribution / active EE | $628 | $1,988-68.4% | $2,678-76.5% | $2,596-75.8% |
| Participant deferral / active EE | $718 | $2,961-75.7% | $3,976-81.9% | $4,274-83.2% |
| Admin fee / account holder | $462 | $4,132-88.8% | $6,100-92.4% | $7,775-94.1% |