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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 | $2,168 | $50,554-95.7% | $67,681-96.8% | $87,485-97.5% |
| Participation rate | 78.6% | 67.7%+10.9pp | 73.7%+4.8pp | 68.9%+9.6pp |
| Annual return | 27.80% | 17.81%+10.0pp | 590.58%-562.8pp | 26.06%+1.7pp |
| Employer contribution / active EE | $594 | $1,988-70.1% | $2,678-77.8% | $2,596-77.1% |
| Participant deferral / active EE | $757 | $2,961-74.4% | $3,976-81.0% | $4,274-82.3% |
| Admin fee / account holder | $403 | $4,132-90.2% | $6,100-93.4% | $7,775-94.8% |