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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 | $3,508 | $59,440-94.1% | $78,004-95.5% | $82,637-95.8% |
| Participation rate | 74.2% | 62.8%+11.4pp | 69.4%+4.7pp | 68.1%+6.1pp |
| Annual return | 20.38% | 40.24%-19.9pp | 31.07%-10.7pp | 53.51%-33.1pp |
| Employer contribution / active EE | $580 | $1,750-66.8% | $2,469-76.5% | $2,552-77.3% |
| Participant deferral / active EE | $632 | $3,138-79.9% | $4,092-84.6% | $4,126-84.7% |
| Admin fee / account holder | $574 | $5,504-89.6% | $7,578-92.4% | $7,339-92.2% |