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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 | $4,671 | $78,690-94.1% | $161,489-97.1% | $87,485-94.7% |
| Participation rate | 80.3% | 67.5%+12.8pp | 78.7%+1.6pp | 68.9%+11.4pp |
| Annual return | 14.07% | 32.74%-18.7pp | 89.72%-75.6pp | 26.06%-12.0pp |
| Employer contribution / active EE | $460 | $2,588-82.2% | $4,268-89.2% | $2,596-82.3% |
| Participant deferral / active EE | $867 | $3,311-73.8% | $5,630-84.6% | $4,274-79.7% |
| Admin fee / account holder | $1,627 | $6,724-75.8% | $16,006-89.8% | $7,775-79.1% |