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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 | $1,315 | $25,014-94.7% | $69,623-98.1% | $80,935-98.4% |
| Participation rate | 77.1% | 64.2%+12.9pp | 66.4%+10.6pp | 67.7%+9.4pp |
| Annual return | 16.20% | 19.08%-2.9pp | 101.23%-85.0pp | 35.66%-19.5pp |
| Employer contribution / active EE | $284 | $991-71.4% | $1,709-83.4% | $2,757-89.7% |
| Participant deferral / active EE | $585 | $1,840-68.2% | $2,890-79.8% | $4,299-86.4% |
| Admin fee / account holder | $671 | $2,491-73.0% | $4,696-85.7% | $6,924-90.3% |