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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 | $23,693 | $91,559-74.1% | $133,978-82.3% | $79,856-70.3% |
| Participation rate | 72.2% | 73.3%-1.1pp | 79.8%-7.6pp | 69.6%+2.6pp |
| Annual return | 18.61% | 61.85%-43.2pp | 45.10%-26.5pp | 31.71%-13.1pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $913 | $3,734-75.5% | $5,047-81.9% | $3,741-75.6% |
| Admin fee / account holder | $2,121 | $6,321-66.5% | $8,930-76.3% | $5,306-60.0% |