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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 | $8,183 | $95,453-91.4% | $112,040-92.7% | $82,448-90.1% |
| Participation rate | 84.8% | 72.8%+12.0pp | 76.5%+8.3pp | 68.1%+16.7pp |
| Annual return | 12.89% | 23.92%-11.0pp | 24.52%-11.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,481 | $4,224-64.9% | $5,098-70.9% | $4,139-64.2% |
| Admin fee / account holder | $430 | $9,013-95.2% | $12,098-96.4% | $7,234-94.0% |