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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 | $3,805 | $81,358-95.3% | $155,556-97.6% | $80,959-95.3% |
| Participation rate | 89.3% | 66.3%+23.0pp | 78.2%+11.1pp | 67.7%+21.6pp |
| Annual return | 10.87% | 33.39%-22.5pp | 64.84%-54.0pp | 35.67%-24.8pp |
| Employer contribution / active EE | $624 | $3,106-79.9% | $4,675-86.7% | $2,757-77.4% |
| Participant deferral / active EE | $894 | $3,455-74.1% | $5,631-84.1% | $4,300-79.2% |
| Admin fee / account holder | $356 | $7,994-95.5% | $15,885-97.8% | $6,925-94.9% |