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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 | $8,655 | $43,075-79.9% | $74,577-88.4% | $62,881-86.2% |
| Participation rate | 86.2% | 58.1%+28.2pp | 68.1%+18.1pp | 69.3%+16.9pp |
| Annual return | 9.50% | 17.50%-8.0pp | 20.47%-11.0pp | 20.14%-10.6pp |
| Employer contribution / active EE | $564 | $1,498-62.4% | $2,525-77.7% | $2,281-75.3% |
| Participant deferral / active EE | $725 | $2,389-69.7% | $3,458-79.0% | $3,203-77.4% |
| Admin fee / account holder | $1,089 | $2,840-61.6% | $4,138-73.7% | $4,296-74.6% |