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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 | $1,983 | $75,541-97.4% | $152,093-98.7% | $82,637-97.6% |
| Participation rate | 80.0% | 66.5%+13.5pp | 77.8%+2.2pp | 68.1%+11.9pp |
| Annual return | 23.61% | 32.56%-8.9pp | 66.36%-42.7pp | 53.51%-29.9pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $800 | $3,206-75.0% | $5,451-85.3% | $4,126-80.6% |
| Admin fee / account holder | $370 | $6,405-94.2% | $14,497-97.4% | $7,339-95.0% |