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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 | $6,555 | $94,436-93.1% | $115,599-94.3% | $82,637-92.1% |
| Participation rate | 86.5% | 70.4%+16.1pp | 74.3%+12.2pp | 68.1%+18.4pp |
| Annual return | 13.83% | 18.37%-4.5pp | 111.10%-97.3pp | 53.51%-39.7pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,612 | $3,955-59.2% | $4,889-67.0% | $4,126-60.9% |
| Admin fee / account holder | $933 | $10,328-91.0% | $12,841-92.7% | $7,339-87.3% |