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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 | $14,608 | $83,485-82.5% | $125,192-88.3% | $72,975-80.0% |
| Participation rate | 79.3% | 73.3%+6.0pp | 79.8%-0.5pp | 69.5%+9.8pp |
| Annual return | 17.53% | 25.77%-8.2pp | 43.79%-26.3pp | 81.01%-63.5pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $750 | $3,586-79.1% | $4,937-84.8% | $3,608-79.2% |
| Admin fee / account holder | $1,049 | $5,518-81.0% | $9,704-89.2% | $5,124-79.5% |