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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 | $1,633 | $59,804-97.3% | $81,982-98.0% | $79,856-98.0% |
| Participation rate | 85.7% | 61.6%+24.1pp | 69.3%+16.5pp | 69.6%+16.1pp |
| Annual return | 14.25% | 17.56%-3.3pp | 41.31%-27.1pp | 31.71%-17.5pp |
| Employer contribution / active EE | $299 | $1,713-82.6% | $2,498-88.0% | $2,471-87.9% |
| Participant deferral / active EE | $577 | $2,695-78.6% | $3,722-84.5% | $3,741-84.6% |
| Admin fee / account holder | $841 | $4,288-80.4% | $5,665-85.2% | $5,306-84.2% |