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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 | $1,484 | $51,638-97.1% | $129,406-98.9% | $80,959-98.2% |
| Participation rate | 73.8% | 56.9%+16.9pp | 69.6%+4.2pp | 67.7%+6.1pp |
| Annual return | 14.14% | 20.78%-6.6pp | 9468.18%-9454.0pp | 35.67%-21.5pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $704 | $2,670-73.6% | $4,167-83.1% | $4,300-83.6% |
| Admin fee / account holder | $329 | $4,313-92.4% | $7,689-95.7% | $6,925-95.3% |