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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 | $5,395 | $76,834-93.0% | $108,359-95.0% | $87,485-93.8% |
| Participation rate | 75.0% | 61.7%+13.3pp | 70.1%+4.9pp | 68.9%+6.1pp |
| Annual return | 15.07% | 19.09%-4.0pp | 36.89%-21.8pp | 26.06%-11.0pp |
| Employer contribution / active EE | $623 | $1,556-59.9% | $2,399-74.0% | $2,596-76.0% |
| Participant deferral / active EE | $1,091 | $3,100-64.8% | $4,137-73.6% | $4,274-74.5% |
| Admin fee / account holder | $949 | $6,537-85.5% | $9,741-90.3% | $7,775-87.8% |