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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 | $4,940 | $76,834-93.6% | $108,359-95.4% | $87,485-94.4% |
| Participation rate | 73.7% | 61.7%+12.0pp | 70.1%+3.6pp | 68.9%+4.8pp |
| Annual return | 16.20% | 19.09%-2.9pp | 36.89%-20.7pp | 26.06%-9.9pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,260 | $3,100-59.4% | $4,137-69.5% | $4,274-70.5% |
| Admin fee / account holder | $1,559 | $6,537-76.1% | $9,741-84.0% | $7,775-79.9% |