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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 | $1,469 | $89,532-98.4% | $103,431-98.6% | $80,911-98.2% |
| Participation rate | 83.9% | 76.0%+7.8pp | 80.5%+3.3pp | 67.6%+16.2pp |
| Annual return | 13.97% | 22.80%-8.8pp | 23.92%-9.9pp | 35.63%-21.7pp |
| Employer contribution / active EE | $0 | $4,023-100.0% | $4,678-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $886 | $5,459-83.8% | $6,625-86.6% | $4,297-79.4% |
| Admin fee / account holder | $314 | $6,774-95.4% | $9,412-96.7% | $6,935-95.5% |