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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 | $6,140 | $81,331-92.5% | $155,534-96.1% | $80,935-92.4% |
| Participation rate | 76.7% | 66.3%+10.4pp | 78.2%-1.6pp | 67.7%+9.0pp |
| Annual return | 25.09% | 33.37%-8.3pp | 64.92%-39.8pp | 35.66%-10.6pp |
| Employer contribution / active EE | $389 | $3,105-87.5% | $4,675-91.7% | $2,757-85.9% |
| Participant deferral / active EE | $297 | $3,454-91.4% | $5,630-94.7% | $4,299-93.1% |
| Admin fee / account holder | $447 | $7,999-94.4% | $15,900-97.2% | $6,924-93.5% |