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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 | $2,213 | $67,894-96.7% | $89,340-97.5% | $82,448-97.3% |
| Participation rate | 81.7% | 64.0%+17.6pp | 69.6%+12.1pp | 68.1%+13.6pp |
| Annual return | 14.72% | 19.21%-4.5pp | 20.57%-5.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $707 | $3,072-77.0% | $3,823-81.5% | $4,139-82.9% |
| Admin fee / account holder | $336 | $5,723-94.1% | $6,704-95.0% | $7,234-95.4% |