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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 | $2,988 | $55,932-94.7% | $76,735-96.1% | $67,986-95.6% |
| Participation rate | 73.5% | 50.8%+22.7pp | 69.5%+4.0pp | 57.2%+16.3pp |
| Annual return | 21.35% | 23.10%-1.8pp | 29.77%-8.4pp | 31.67%-10.3pp |
| Employer contribution / active EE | $461 | $1,487-69.0% | $2,454-81.2% | $2,019-77.2% |
| Participant deferral / active EE | $791 | $2,558-69.1% | $4,088-80.7% | $3,358-76.5% |
| Admin fee / account holder | $502 | $4,907-89.8% | $7,189-93.0% | $3,203-84.3% |