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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 | $2,555 | $73,787-96.5% | $98,716-97.4% | $82,448-96.9% |
| Participation rate | 76.0% | 61.4%+14.6pp | 69.3%+6.7pp | 68.1%+7.9pp |
| Annual return | 25.24% | 18.57%+6.7pp | 31.81%-6.6pp | 41.64%-16.4pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,171 | $3,081-62.0% | $4,048-71.1% | $4,139-71.7% |
| Admin fee / account holder | $399 | $6,500-93.9% | $8,703-95.4% | $7,234-94.5% |