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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 | $1,445 | $76,407-98.1% | $150,298-99.0% | $82,448-98.2% |
| Participation rate | 83.6% | 66.4%+17.2pp | 77.8%+5.9pp | 68.1%+15.6pp |
| Annual return | 22.05% | 39.99%-17.9pp | 62.79%-40.7pp | 41.64%-19.6pp |
| Employer contribution / active EE | $439 | $2,614-83.2% | $4,154-89.4% | $2,551-82.8% |
| Participant deferral / active EE | $478 | $3,214-85.1% | $5,453-91.2% | $4,139-88.4% |
| Admin fee / account holder | $350 | $6,352-94.5% | $14,116-97.5% | $7,234-95.2% |