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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 | $2,795 | $57,140-95.1% | $85,240-96.7% | $80,959-96.5% |
| Participation rate | 82.9% | 56.4%+26.4pp | 67.5%+15.3pp | 67.7%+15.2pp |
| Annual return | 13.62% | 21.71%-8.1pp | 66.75%-53.1pp | 35.67%-22.0pp |
| Employer contribution / active EE | $337 | $1,802-81.3% | $2,735-87.7% | $2,757-87.8% |
| Participant deferral / active EE | $705 | $3,115-77.4% | $4,527-84.4% | $4,300-83.6% |
| Admin fee / account holder | $548 | $4,992-89.0% | $6,165-91.1% | $6,925-92.1% |