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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 | $1,765 | $91,167-98.1% | $178,498-99.0% | $79,858-97.8% |
| Participation rate | 81.6% | 69.2%+12.4pp | 81.9%-0.3pp | 69.6%+11.9pp |
| Annual return | 11.65% | 24.19%-12.5pp | 151.09%-139.4pp | 31.72%-20.1pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $796 | $3,236-75.4% | $5,202-84.7% | $3,740-78.7% |
| Admin fee / account holder | $346 | $6,747-94.9% | $13,985-97.5% | $5,306-93.5% |