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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 | $4,291 | $99,875-95.7% | $146,866-97.1% | $86,983-95.1% |
| Participation rate | 91.4% | 75.8%+15.6pp | 82.5%+8.9pp | 69.5%+21.9pp |
| Annual return | 22.00% | 28.10%-6.1pp | 102.85%-80.9pp | 25.83%-3.8pp |
| Employer contribution / active EE | $579 | $3,224-82.0% | $4,425-86.9% | $2,584-77.6% |
| Participant deferral / active EE | $1,432 | $6,322-77.4% | $7,759-81.5% | $4,194-65.9% |
| Admin fee / account holder | $859 | $7,838-89.0% | $13,620-93.7% | $7,856-89.1% |