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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 | $6,377 | $146,267-95.6% | $197,124-96.8% | $82,448-92.3% |
| Participation rate | 93.3% | 84.0%+9.3pp | 86.7%+6.6pp | 68.1%+25.3pp |
| Annual return | 16.85% | 29.61%-12.8pp | 44.34%-27.5pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,412 | $7,035-79.9% | $9,135-84.5% | $4,139-65.9% |
| Admin fee / account holder | $743 | $14,422-94.9% | $16,298-95.4% | $7,234-89.7% |