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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 | $9,583 | $50,554-81.0% | $67,681-85.8% | $87,485-89.0% |
| Participation rate | 85.7% | 67.7%+18.0pp | 73.7%+12.0pp | 68.9%+16.8pp |
| Annual return | 11.74% | 17.81%-6.1pp | 590.58%-578.8pp | 26.06%-14.3pp |
| Employer contribution / active EE | $443 | $1,988-77.7% | $2,678-83.5% | $2,596-82.9% |
| Participant deferral / active EE | $579 | $2,961-80.4% | $3,976-85.4% | $4,274-86.4% |
| Admin fee / account holder | $694 | $4,132-83.2% | $6,100-88.6% | $7,775-91.1% |