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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 | $2,709 | $56,054-95.2% | $171,082-98.4% | $62,881-95.7% |
| Participation rate | 86.2% | 62.9%+23.3pp | 76.7%+9.5pp | 69.3%+16.8pp |
| Annual return | 15.92% | 22.52%-6.6pp | 32.56%-16.6pp | 20.14%-4.2pp |
| Employer contribution / active EE | $266 | $1,731-84.6% | $4,002-93.4% | $2,281-88.3% |
| Participant deferral / active EE | $977 | $3,158-69.1% | $4,797-79.6% | $3,203-69.5% |
| Admin fee / account holder | $646 | $3,647-82.3% | $8,520-92.4% | $4,296-85.0% |