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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 | $4,400 | $138,393-96.8% | $184,256-97.6% | $80,959-94.6% |
| Participation rate | 81.8% | 83.9%-2.1pp | 86.8%-5.0pp | 67.7%+14.2pp |
| Annual return | 15.03% | 20.01%-5.0pp | 28.85%-13.8pp | 35.67%-20.6pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,625 | $7,076-77.0% | $9,133-82.2% | $4,300-62.2% |
| Admin fee / account holder | $361 | $10,489-96.6% | $13,899-97.4% | $6,925-94.8% |