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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 | $4,424 | $48,011-90.8% | $63,803-93.1% | $82,637-94.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 21.36% | 19.84%+1.5pp | 543.72%-522.4pp | 53.51%-32.1pp |
| Employer contribution / active EE | $377 | $1,904-80.2% | $2,532-85.1% | $2,552-85.2% |
| Participant deferral / active EE | $796 | $2,846-72.1% | $3,843-79.3% | $4,126-80.7% |
| Admin fee / account holder | $673 | $3,873-82.6% | $5,196-87.1% | $7,339-90.8% |