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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 | $97,648-72.5% | $121,663-78.0% | $87,485-69.4% |
| Participation rate | 93.9% | 70.5%+23.5pp | 74.5%+19.4pp | 68.9%+25.0pp |
| Annual return | 14.31% | 18.03%-3.7pp | 147.54%-133.2pp | 26.06%-11.7pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,621 | $3,923-58.7% | $4,887-66.8% | $4,274-62.1% |
| Admin fee / account holder | $446 | $11,100-96.0% | $14,289-96.9% | $7,775-94.3% |