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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 | $12,010 | $72,486-83.4% | $87,103-86.2% | $72,976-83.5% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 24.72% | 24.46%+0.3pp | 28.19%-3.5pp | 81.02%-56.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,222 | $3,270-62.6% | $4,049-69.8% | $3,608-66.1% |
| Admin fee / account holder | $515 | $5,055-89.8% | $7,491-93.1% | $5,124-89.9% |