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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 | $35,778 | $114,712-68.8% | $173,730-79.4% | $87,485-59.1% |
| Participation rate | 93.8% | 73.0%+20.8pp | 79.6%+14.2pp | 68.9%+24.8pp |
| Annual return | 14.63% | 20.18%-5.5pp | 19.96%-5.3pp | 26.06%-11.4pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,831 | $4,642-60.5% | $6,326-71.1% | $4,274-57.2% |
| Admin fee / account holder | $3,890 | $10,210-61.9% | $17,523-77.8% | $7,775-50.0% |