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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 | $3,550 | $75,541-95.3% | $152,093-97.7% | $82,637-95.7% |
| Participation rate | 76.7% | 66.5%+10.2pp | 77.8%-1.0pp | 68.1%+8.7pp |
| Annual return | 15.98% | 32.56%-16.6pp | 66.36%-50.4pp | 53.51%-37.5pp |
| Employer contribution / active EE | $653 | $2,622-75.1% | $4,175-84.4% | $2,552-74.4% |
| Participant deferral / active EE | $795 | $3,206-75.2% | $5,451-85.4% | $4,126-80.7% |
| Admin fee / account holder | $925 | $6,405-85.6% | $14,497-93.6% | $7,339-87.4% |