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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 | $26,813 | $94,031-71.5% | $115,768-76.8% | $82,448-67.5% |
| Participation rate | 93.9% | 70.4%+23.5pp | 74.4%+19.5pp | 68.1%+25.9pp |
| Annual return | 14.31% | 20.61%-6.3pp | 100.46%-86.1pp | 41.64%-27.3pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,621 | $3,972-59.2% | $4,917-67.0% | $4,139-60.8% |
| Admin fee / account holder | $446 | $10,249-95.6% | $12,439-96.4% | $7,234-93.8% |