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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 | $28,018 | $95,453-70.6% | $112,040-75.0% | $82,448-66.0% |
| Participation rate | 71.7% | 72.8%-1.1pp | 76.5%-4.8pp | 68.1%+3.6pp |
| Annual return | 13.08% | 23.92%-10.8pp | 24.52%-11.4pp | 41.64%-28.6pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,223 | $4,224-71.0% | $5,098-76.0% | $4,139-70.4% |
| Admin fee / account holder | $2,558 | $9,013-71.6% | $12,098-78.9% | $7,234-64.6% |