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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 | $60,442-92.3% | $96,754-95.2% | $87,485-94.7% |
| Participation rate | 96.3% | 58.7%+37.6pp | 70.3%+26.0pp | 68.9%+27.4pp |
| Annual return | 19.51% | 21.97%-2.5pp | 82.04%-62.5pp | 26.06%-6.6pp |
| Employer contribution / active EE | $357 | $1,691-78.9% | $2,679-86.7% | $2,596-86.2% |
| Participant deferral / active EE | $607 | $3,280-81.5% | $4,758-87.2% | $4,274-85.8% |
| Admin fee / account holder | $552 | $5,069-89.1% | $8,905-93.8% | $7,775-92.9% |