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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 | $1,984 | $75,541-97.4% | $152,093-98.7% | $82,637-97.6% |
| Participation rate | 70.9% | 66.5%+4.4pp | 77.8%-6.9pp | 68.1%+2.9pp |
| Annual return | 19.94% | 32.56%-12.6pp | 66.36%-46.4pp | 53.51%-33.6pp |
| Employer contribution / active EE | $344 | $2,622-86.9% | $4,175-91.8% | $2,552-86.5% |
| Participant deferral / active EE | $716 | $3,206-77.7% | $5,451-86.9% | $4,126-82.7% |
| Admin fee / account holder | $1,443 | $6,405-77.5% | $14,497-90.0% | $7,339-80.3% |