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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 | $3,799 | $73,787-94.9% | $98,716-96.2% | $82,448-95.4% |
| Participation rate | 72.0% | 61.4%+10.6pp | 69.3%+2.7pp | 68.1%+3.9pp |
| Annual return | 20.55% | 18.57%+2.0pp | 31.81%-11.3pp | 41.64%-21.1pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $873 | $3,081-71.7% | $4,048-78.4% | $4,139-78.9% |
| Admin fee / account holder | $796 | $6,500-87.7% | $8,703-90.8% | $7,234-89.0% |