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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 | $3,406 | $93,598-96.4% | $135,974-97.5% | $75,173-95.5% |
| Participation rate | 85.9% | 75.2%+10.7pp | 81.9%+4.0pp | 67.2%+18.7pp |
| Annual return | 21.64% | 30.89%-9.2pp | 68.30%-46.7pp | 160.72%-139.1pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,011 | $6,405-68.6% | $7,760-74.1% | $4,126-51.3% |
| Admin fee / account holder | $740 | $6,978-89.4% | $10,767-93.1% | $5,651-86.9% |