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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 | $3,955 | $50,554-92.2% | $67,681-94.2% | $87,485-95.5% |
| Participation rate | 90.0% | 67.7%+22.3pp | 73.7%+16.3pp | 68.9%+21.1pp |
| Annual return | 23.98% | 17.81%+6.2pp | 590.58%-566.6pp | 26.06%-2.1pp |
| Employer contribution / active EE | $553 | $1,988-72.2% | $2,678-79.4% | $2,596-78.7% |
| Participant deferral / active EE | $938 | $2,961-68.3% | $3,976-76.4% | $4,274-78.1% |
| Admin fee / account holder | $613 | $4,132-85.2% | $6,100-90.0% | $7,775-92.1% |