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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 | $3,512 | $93,598-96.2% | $135,974-97.4% | $75,173-95.3% |
| Participation rate | 74.2% | 75.2%-1.0pp | 81.9%-7.7pp | 67.2%+7.0pp |
| Annual return | 23.08% | 30.89%-7.8pp | 68.30%-45.2pp | 160.72%-137.6pp |
| Employer contribution / active EE | $1,221 | $3,538-65.5% | $4,859-74.9% | $2,671-54.3% |
| Participant deferral / active EE | $1,451 | $6,405-77.3% | $7,760-81.3% | $4,126-64.8% |
| Admin fee / account holder | $670 | $6,978-90.4% | $10,767-93.8% | $5,651-88.1% |