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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 | $5,481 | $76,407-92.8% | $150,298-96.4% | $82,448-93.4% |
| Participation rate | 80.5% | 66.4%+14.1pp | 77.8%+2.7pp | 68.1%+12.4pp |
| Annual return | 22.43% | 39.99%-17.6pp | 62.79%-40.4pp | 41.64%-19.2pp |
| Employer contribution / active EE | $491 | $2,614-81.2% | $4,154-88.2% | $2,551-80.7% |
| Participant deferral / active EE | $796 | $3,214-75.2% | $5,453-85.4% | $4,139-80.8% |
| Admin fee / account holder | $336 | $6,352-94.7% | $14,116-97.6% | $7,234-95.4% |