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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 | $1,285 | $146,267-99.1% | $197,124-99.3% | $82,448-98.4% |
| Participation rate | 88.2% | 84.0%+4.2pp | 86.7%+1.5pp | 68.1%+20.2pp |
| Annual return | 29.53% | 29.61%-0.1pp | 44.34%-14.8pp | 41.64%-12.1pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $996 | $7,035-85.8% | $9,135-89.1% | $4,139-75.9% |
| Admin fee / account holder | $391 | $14,422-97.3% | $16,298-97.6% | $7,234-94.6% |