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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 | $1,837 | $88,996-97.9% | $78,004-97.6% | $138,895-98.7% |
| Participation rate | 92.3% | 74.4%+17.9pp | 69.4%+22.9pp | 79.9%+12.4pp |
| Annual return | 18.93% | 28.03%-9.1pp | 31.07%-12.1pp | 145.39%-126.5pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $924 | $4,724-80.4% | $4,092-77.4% | $6,396-85.6% |
| Admin fee / account holder | $371 | $8,807-95.8% | $7,578-95.1% | $12,562-97.0% |