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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 | $4,593 | $78,015-94.1% | $178,505-97.4% | $80,959-94.3% |
| Participation rate | 82.9% | 65.7%+17.2pp | 77.1%+5.7pp | 67.7%+15.2pp |
| Annual return | 15.16% | 18.10%-2.9pp | 27.16%-12.0pp | 35.67%-20.5pp |
| Employer contribution / active EE | $660 | $2,281-71.1% | $3,955-83.3% | $2,757-76.1% |
| Participant deferral / active EE | $1,025 | $4,406-76.7% | $6,280-83.7% | $4,300-76.2% |
| Admin fee / account holder | $626 | $7,160-91.3% | $10,428-94.0% | $6,925-91.0% |