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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 | $6,866 | $58,627-88.3% | $76,735-91.1% | $82,448-91.7% |
| Participation rate | 77.3% | 63.2%+14.1pp | 69.5%+7.8pp | 68.1%+9.2pp |
| Annual return | 18.88% | 39.10%-20.2pp | 29.77%-10.9pp | 41.64%-22.8pp |
| Employer contribution / active EE | $508 | $1,729-70.6% | $2,454-79.3% | $2,551-80.1% |
| Participant deferral / active EE | $948 | $3,134-69.8% | $4,088-76.8% | $4,139-77.1% |
| Admin fee / account holder | $492 | $5,323-90.8% | $7,189-93.2% | $7,234-93.2% |