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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 | $5,821 | $58,627-90.1% | $76,735-92.4% | $82,448-92.9% |
| Participation rate | 79.1% | 63.2%+15.9pp | 69.5%+9.6pp | 68.1%+11.0pp |
| Annual return | 22.36% | 39.10%-16.7pp | 29.77%-7.4pp | 41.64%-19.3pp |
| Employer contribution / active EE | $812 | $1,729-53.1% | $2,454-66.9% | $2,551-68.2% |
| Participant deferral / active EE | $986 | $3,134-68.5% | $4,088-75.9% | $4,139-76.2% |
| Admin fee / account holder | $456 | $5,323-91.4% | $7,189-93.7% | $7,234-93.7% |