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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 | $3,069 | $101,302-97.0% | $149,600-97.9% | $82,637-96.3% |
| Participation rate | 75.8% | 72.5%+3.3pp | 77.2%-1.4pp | 68.1%+7.7pp |
| Annual return | 19.57% | 21.39%-1.8pp | 129.59%-110.0pp | 53.51%-33.9pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $4,193-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,001 | $5,589-82.1% | $7,203-86.1% | $4,126-75.7% |
| Admin fee / account holder | $319 | $8,449-96.2% | $13,963-97.7% | $7,339-95.7% |