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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 | $3,631 | $106,864-96.6% | $147,318-97.5% | $82,637-95.6% |
| Participation rate | 76.2% | 75.5%+0.7pp | 82.1%-5.9pp | 68.1%+8.1pp |
| Annual return | 24.76% | 27.49%-2.7pp | 70.43%-45.7pp | 53.51%-28.7pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,073 | $6,496-83.5% | $7,906-86.4% | $4,126-74.0% |
| Admin fee / account holder | $341 | $8,415-95.9% | $13,708-97.5% | $7,339-95.4% |