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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 | $4,803 | $78,690-93.9% | $161,489-97.0% | $87,485-94.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 20.07% | 32.74%-12.7pp | 89.72%-69.6pp | 26.06%-6.0pp |
| Employer contribution / active EE | $573 | $2,588-77.9% | $4,268-86.6% | $2,596-77.9% |
| Participant deferral / active EE | $925 | $3,311-72.0% | $5,630-83.6% | $4,274-78.3% |
| Admin fee / account holder | $335 | $6,724-95.0% | $16,006-97.9% | $7,775-95.7% |