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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 | $2,407 | $58,848-95.9% | $88,179-97.3% | $82,637-97.1% |
| Participation rate | 84.6% | 57.9%+26.7pp | 69.1%+15.5pp | 68.1%+16.6pp |
| Annual return | 26.37% | 22.76%+3.6pp | 64.97%-38.6pp | 53.51%-27.1pp |
| Employer contribution / active EE | $453 | $1,678-73.0% | $2,549-82.2% | $2,552-82.3% |
| Participant deferral / active EE | $634 | $3,124-79.7% | $4,614-86.3% | $4,126-84.6% |
| Admin fee / account holder | $346 | $4,795-92.8% | $7,673-95.5% | $7,339-95.3% |