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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 | $4,674 | $57,590-91.9% | $86,233-94.6% | $82,448-94.3% |
| Participation rate | 96.3% | 57.9%+38.4pp | 69.0%+27.3pp | 68.1%+28.2pp |
| Annual return | 19.51% | 22.41%-2.9pp | 61.39%-41.9pp | 41.64%-22.1pp |
| Employer contribution / active EE | $357 | $1,655-78.4% | $2,504-85.7% | $2,551-86.0% |
| Participant deferral / active EE | $607 | $3,080-80.3% | $4,559-86.7% | $4,139-85.3% |
| Admin fee / account holder | $552 | $4,730-88.3% | $8,342-93.4% | $7,234-92.4% |