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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 | $13,040 | $93,598-86.1% | $135,974-90.4% | $75,173-82.7% |
| Participation rate | 90.8% | 75.2%+15.6pp | 81.9%+8.9pp | 67.2%+23.6pp |
| Annual return | 15.51% | 30.89%-15.4pp | 68.30%-52.8pp | 160.72%-145.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,314 | $6,405-63.9% | $7,760-70.2% | $4,126-43.9% |
| Admin fee / account holder | $840 | $6,978-88.0% | $10,767-92.2% | $5,651-85.1% |