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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 | $3,763 | $74,535-95.0% | $100,712-96.3% | $82,637-95.4% |
| Participation rate | 88.2% | 61.2%+27.1pp | 69.3%+19.0pp | 68.1%+20.2pp |
| Annual return | 19.64% | 18.92%+0.7pp | 33.27%-13.6pp | 53.51%-33.9pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,192 | $3,074-61.2% | $4,085-70.8% | $4,126-71.1% |
| Admin fee / account holder | $525 | $6,576-92.0% | $9,256-94.3% | $7,339-92.9% |