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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 | $1,403 | $57,140-97.5% | $85,240-98.4% | $80,959-98.3% |
| Participation rate | 89.7% | 56.4%+33.2pp | 67.5%+22.1pp | 67.7%+22.0pp |
| Annual return | 16.17% | 21.71%-5.5pp | 66.75%-50.6pp | 35.67%-19.5pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $532 | $3,115-82.9% | $4,527-88.3% | $4,300-87.6% |
| Admin fee / account holder | $382 | $4,992-92.4% | $6,165-93.8% | $6,925-94.5% |