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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 | $6,945 | $54,541-87.3% | $78,778-91.2% | $70,126-90.1% |
| Participation rate | 92.6% | 60.8%+31.8pp | 69.2%+23.4pp | 69.5%+23.1pp |
| Annual return | 16.28% | 21.07%-4.8pp | 35.62%-19.3pp | 73.15%-56.9pp |
| Employer contribution / active EE | $548 | $1,089-49.7% | $1,986-72.4% | $2,343-76.6% |
| Participant deferral / active EE | $856 | $2,210-61.3% | $2,958-71.1% | $3,332-74.3% |
| Admin fee / account holder | $515 | $3,709-86.1% | $5,134-90.0% | $4,645-88.9% |