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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 | $3,732 | $106,749-96.5% | $145,433-97.4% | $82,448-95.5% |
| Participation rate | 86.2% | 75.6%+10.6pp | 82.1%+4.1pp | 68.1%+18.1pp |
| Annual return | 19.53% | 27.59%-8.1pp | 66.58%-47.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,723 | $6,519-73.6% | $7,897-78.2% | $4,139-58.4% |
| Admin fee / account holder | $381 | $8,390-95.5% | $13,129-97.1% | $7,234-94.7% |