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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 | $4,283 | $100,970-95.8% | $96,576-95.6% | $137,256-96.9% |
| Participation rate | 81.8% | 82.6%-0.8pp | 81.4%+0.4pp | 80.0%+1.9pp |
| Annual return | 18.34% | 38.16%-19.8pp | 38.47%-20.1pp | 220.34%-202.0pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,108 | $8,286-86.6% | $7,956-86.1% | $6,407-82.7% |
| Admin fee / account holder | $817 | $11,312-92.8% | $11,381-92.8% | $12,270-93.3% |