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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 | $4,440 | $97,550-95.4% | $120,344-96.3% | $87,485-94.9% |
| Participation rate | 76.9% | 72.8%+4.1pp | 76.7%+0.2pp | 68.9%+8.0pp |
| Annual return | 17.89% | 18.41%-0.5pp | 20.30%-2.4pp | 26.06%-8.2pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,003 | $4,230-76.3% | $5,135-80.5% | $4,274-76.5% |
| Admin fee / account holder | $539 | $9,543-94.4% | $12,742-95.8% | $7,775-93.1% |