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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 | $3,191 | $84,953-96.2% | $163,379-98.0% | $82,637-96.1% |
| Participation rate | 71.6% | 65.9%+5.7pp | 76.8%-5.2pp | 68.1%+3.6pp |
| Annual return | 18.07% | 23.07%-5.0pp | 63.41%-45.3pp | 53.51%-35.4pp |
| Employer contribution / active EE | $618 | $2,183-71.7% | $3,752-83.5% | $2,552-75.8% |
| Participant deferral / active EE | $711 | $4,326-83.6% | $6,282-88.7% | $4,126-82.8% |
| Admin fee / account holder | $444 | $7,921-94.4% | $9,818-95.5% | $7,339-93.9% |