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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 | $2,545 | $77,638-96.7% | $156,551-98.4% | $62,881-96.0% |
| Participation rate | 87.1% | 71.2%+15.9pp | 84.0%+3.1pp | 69.3%+17.8pp |
| Annual return | 6.51% | 50.33%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $586 | $3,444-83.0% | $5,501-89.3% | $2,281-74.3% |
| Participant deferral / active EE | $355 | $3,046-88.4% | $4,871-92.7% | $3,203-88.9% |
| Admin fee / account holder | $332 | $5,561-94.0% | $13,028-97.4% | $4,296-92.3% |