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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 | $3,684 | $78,027-95.3% | $178,528-97.9% | $80,925-95.4% |
| Participation rate | 83.7% | 65.7%+18.0pp | 77.1%+6.6pp | 67.7%+16.0pp |
| Annual return | 13.71% | 18.09%-4.4pp | 27.11%-13.4pp | 35.65%-21.9pp |
| Employer contribution / active EE | $493 | $2,281-78.4% | $3,950-87.5% | $2,756-82.1% |
| Participant deferral / active EE | $1,028 | $4,408-76.7% | $6,278-83.6% | $4,299-76.1% |
| Admin fee / account holder | $495 | $7,168-93.1% | $10,419-95.2% | $6,940-92.9% |