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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 | $47,479-95.4% | $62,929-96.6% | $82,448-97.4% |
| Participation rate | 78.6% | 66.9%+11.7pp | 73.1%+5.5pp | 68.1%+10.5pp |
| Annual return | 27.80% | 20.34%+7.5pp | 1063.93%-1036.1pp | 41.64%-13.8pp |
| Employer contribution / active EE | $594 | $1,885-68.5% | $2,505-76.3% | $2,551-76.7% |
| Participant deferral / active EE | $757 | $2,870-73.6% | $3,888-80.5% | $4,139-81.7% |
| Admin fee / account holder | $403 | $3,804-89.4% | $5,065-92.0% | $7,234-94.4% |