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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 | $3,659 | $96,289-96.2% | $213,469-98.3% | $87,485-95.8% |
| Participation rate | 82.1% | 69.6%+12.6pp | 77.1%+5.0pp | 68.9%+13.2pp |
| Annual return | 17.84% | 17.78%+0.1pp | 20.58%-2.7pp | 26.06%-8.2pp |
| Employer contribution / active EE | $947 | $3,035-68.8% | $4,994-81.0% | $2,596-63.5% |
| Participant deferral / active EE | $0 | $4,750-100.0% | $6,841-100.0% | $4,274-100.0% |
| Admin fee / account holder | $343 | $9,670-96.5% | $27,141-98.7% | $7,775-95.6% |