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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 | $2,888 | $75,541-96.2% | $152,093-98.1% | $82,637-96.5% |
| Participation rate | 84.7% | 66.5%+18.2pp | 77.8%+6.9pp | 68.1%+16.7pp |
| Annual return | 19.60% | 32.56%-13.0pp | 66.36%-46.8pp | 53.51%-33.9pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $566 | $3,206-82.4% | $5,451-89.6% | $4,126-86.3% |
| Admin fee / account holder | $385 | $6,405-94.0% | $14,497-97.3% | $7,339-94.8% |