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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 | $69,444-94.9% | $92,985-96.2% | $87,485-96.0% |
| Participation rate | 74.2% | 63.3%+10.9pp | 69.5%+4.7pp | 68.9%+5.3pp |
| Annual return | 20.38% | 23.85%-3.5pp | 27.99%-7.6pp | 26.06%-5.7pp |
| Employer contribution / active EE | $580 | $1,917-69.7% | $2,662-78.2% | $2,596-77.6% |
| Participant deferral / active EE | $632 | $3,364-81.2% | $4,377-85.6% | $4,274-85.2% |
| Admin fee / account holder | $574 | $6,137-90.6% | $9,463-93.9% | $7,775-92.6% |