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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 | $77,814-94.0% | $158,223-97.0% | $86,983-94.6% |
| Participation rate | 80.3% | 68.4%+11.9pp | 79.2%+1.1pp | 69.5%+10.8pp |
| Annual return | 14.07% | 30.54%-16.5pp | 52.09%-38.0pp | 25.83%-11.8pp |
| Employer contribution / active EE | $460 | $2,592-82.2% | $4,109-88.8% | $2,584-82.2% |
| Participant deferral / active EE | $867 | $3,270-73.5% | $5,467-84.1% | $4,194-79.3% |
| Admin fee / account holder | $1,627 | $5,879-72.3% | $16,047-89.9% | $7,856-79.3% |