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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 | $6,604 | $78,423-91.6% | $95,964-93.1% | $79,856-91.7% |
| Participation rate | 72.5% | 73.5%-1.0pp | 77.1%-4.6pp | 69.6%+2.9pp |
| Annual return | 11.66% | 19.37%-7.7pp | 91.64%-80.0pp | 31.71%-20.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,306 | $3,440-62.0% | $4,167-68.7% | $3,741-65.1% |
| Admin fee / account holder | $766 | $5,622-86.4% | $6,797-88.7% | $5,306-85.6% |