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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 | $10,894 | $101,795-89.3% | $165,100-93.4% | $80,959-86.5% |
| Participation rate | 86.0% | 71.8%+14.2pp | 78.6%+7.4pp | 67.7%+18.4pp |
| Annual return | 13.48% | 16.73%-3.3pp | 70.21%-56.7pp | 35.67%-22.2pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,563 | $4,476-65.1% | $6,035-74.1% | $4,300-63.7% |
| Admin fee / account holder | $589 | $8,221-92.8% | $12,696-95.4% | $6,925-91.5% |