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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 | $3,029 | $55,902-94.6% | $76,030-96.0% | $80,959-96.3% |
| Participation rate | 80.6% | 62.1%+18.6pp | 69.1%+11.6pp | 67.7%+13.0pp |
| Annual return | 12.11% | 20.59%-8.5pp | 361.54%-349.4pp | 35.67%-23.6pp |
| Employer contribution / active EE | $582 | $1,867-68.8% | $2,688-78.4% | $2,757-78.9% |
| Participant deferral / active EE | $653 | $3,051-78.6% | $4,257-84.7% | $4,300-84.8% |
| Admin fee / account holder | $509 | $5,239-90.3% | $6,421-92.1% | $6,925-92.7% |