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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 | $2,212 | $48,011-95.4% | $63,803-96.5% | $82,637-97.3% |
| Participation rate | 75.0% | 66.6%+8.4pp | 72.7%+2.3pp | 68.1%+6.9pp |
| Annual return | 21.47% | 19.84%+1.6pp | 543.72%-522.3pp | 53.51%-32.0pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $690 | $2,846-75.7% | $3,843-82.0% | $4,126-83.3% |
| Admin fee / account holder | $576 | $3,873-85.1% | $5,196-88.9% | $7,339-92.1% |