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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 | $3,120 | $86,949-96.4% | $102,460-97.0% | $80,959-96.1% |
| Participation rate | 79.2% | 72.4%+6.8pp | 76.5%+2.7pp | 67.7%+11.5pp |
| Annual return | 12.59% | 18.89%-6.3pp | 29.47%-16.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,233 | $4,121-70.1% | $5,056-75.6% | $4,300-71.3% |
| Admin fee / account holder | $540 | $8,048-93.3% | $9,460-94.3% | $6,925-92.2% |