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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 | $7,832 | $65,367-88.0% | $92,915-91.6% | $72,976-89.3% |
| Participation rate | 72.6% | 68.3%+4.3pp | 76.0%-3.4pp | 69.5%+3.1pp |
| Annual return | 17.38% | 42.11%-24.7pp | 109.45%-92.1pp | 81.02%-63.6pp |
| Employer contribution / active EE | $2,580 | $2,594-0.5% | $3,653-29.4% | $2,440+5.7% |
| Participant deferral / active EE | $316 | $3,128-89.9% | $4,238-92.5% | $3,608-91.2% |
| Admin fee / account holder | $722 | $4,251-83.0% | $5,796-87.5% | $5,124-85.9% |