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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 | $4,795 | $50,972-90.6% | $88,538-94.6% | $72,983-93.4% |
| Participation rate | 82.8% | 63.4%+19.4pp | 68.7%+14.1pp | 69.5%+13.3pp |
| Annual return | 18.76% | 29.62%-10.9pp | 43.64%-24.9pp | 81.01%-62.2pp |
| Employer contribution / active EE | $0 | $1,475-100.0% | $2,098-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $683 | $2,230-69.4% | $2,914-76.6% | $3,608-81.1% |
| Admin fee / account holder | $789 | $3,230-75.6% | $4,310-81.7% | $5,124-84.6% |