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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 | $9,098 | $106,864-91.5% | $147,318-93.8% | $82,637-89.0% |
| Participation rate | 70.3% | 75.5%-5.2pp | 82.1%-11.8pp | 68.1%+2.2pp |
| Annual return | 23.20% | 27.49%-4.3pp | 70.43%-47.2pp | 53.51%-30.3pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,182 | $6,496-66.4% | $7,906-72.4% | $4,126-47.1% |
| Admin fee / account holder | $432 | $8,415-94.9% | $13,708-96.9% | $7,339-94.1% |