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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 | $2,957 | $59,440-95.0% | $78,004-96.2% | $82,637-96.4% |
| Participation rate | 78.9% | 62.8%+16.1pp | 69.4%+9.5pp | 68.1%+10.9pp |
| Annual return | 20.98% | 40.24%-19.3pp | 31.07%-10.1pp | 53.51%-32.5pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $775 | $3,138-75.3% | $4,092-81.1% | $4,126-81.2% |
| Admin fee / account holder | $799 | $5,504-85.5% | $7,578-89.5% | $7,339-89.1% |