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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 | $5,703 | $65,027-91.2% | $90,970-93.7% | $79,852-92.9% |
| Participation rate | 73.8% | 61.6%+12.2pp | 69.0%+4.8pp | 69.6%+4.2pp |
| Annual return | 10.58% | 30.45%-19.9pp | 134.58%-124.0pp | 31.72%-21.1pp |
| Employer contribution / active EE | $342 | $1,247-72.6% | $2,122-83.9% | $2,471-86.2% |
| Participant deferral / active EE | $985 | $2,512-60.8% | $3,373-70.8% | $3,740-73.7% |
| Admin fee / account holder | $1,340 | $4,535-70.4% | $5,960-77.5% | $5,306-74.7% |