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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 | $9,857 | $65,041-84.8% | $90,956-89.2% | $79,860-87.7% |
| Participation rate | 88.8% | 61.6%+27.2pp | 69.0%+19.8pp | 69.6%+19.1pp |
| Annual return | 10.90% | 30.45%-19.5pp | 134.60%-123.7pp | 31.72%-20.8pp |
| Employer contribution / active EE | $588 | $1,247-52.9% | $2,122-72.3% | $2,471-76.2% |
| Participant deferral / active EE | $929 | $2,512-63.0% | $3,373-72.4% | $3,740-75.2% |
| Admin fee / account holder | $1,468 | $4,536-67.6% | $5,959-75.4% | $5,306-72.3% |