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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 | $5,159 | $71,215-92.8% | $93,696-94.5% | $80,935-93.6% |
| Participation rate | 74.5% | 60.4%+14.1pp | 68.7%+5.8pp | 67.7%+6.9pp |
| Annual return | 14.21% | 11.27%+2.9pp | 133.74%-119.5pp | 35.66%-21.5pp |
| Employer contribution / active EE | $728 | $1,565-53.5% | $2,422-69.9% | $2,757-73.6% |
| Participant deferral / active EE | $1,181 | $4,037-70.8% | $4,417-73.3% | $4,299-72.5% |
| Admin fee / account holder | $2,058 | $6,958-70.4% | $8,287-75.2% | $6,924-70.3% |