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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 | $1,826 | $75,058-97.6% | $152,301-98.8% | $64,340-97.2% |
| Participation rate | 71.5% | 60.9%+10.6pp | 82.4%-10.9pp | 55.2%+16.3pp |
| Annual return | 22.99% | 29.93%-6.9pp | 80.50%-57.5pp | 24.14%-1.2pp |
| Employer contribution / active EE | $288 | $2,605-88.9% | $4,624-93.8% | $1,862-84.5% |
| Participant deferral / active EE | $632 | $5,041-87.5% | $8,004-92.1% | $2,980-78.8% |
| Admin fee / account holder | $442 | $4,050-89.1% | $14,398-96.9% | $3,703-88.1% |