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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 | $2,186 | $76,407-97.1% | $150,298-98.5% | $82,448-97.3% |
| Participation rate | 77.0% | 66.4%+10.6pp | 77.8%-0.7pp | 68.1%+9.0pp |
| Annual return | 17.24% | 39.99%-22.8pp | 62.79%-45.5pp | 41.64%-24.4pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $572 | $3,214-82.2% | $5,453-89.5% | $4,139-86.2% |
| Admin fee / account holder | $336 | $6,352-94.7% | $14,116-97.6% | $7,234-95.4% |