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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 | $3,220 | $95,453-96.6% | $112,040-97.1% | $82,448-96.1% |
| Participation rate | 83.3% | 72.8%+10.6pp | 76.5%+6.8pp | 68.1%+15.3pp |
| Annual return | 22.23% | 23.92%-1.7pp | 24.52%-2.3pp | 41.64%-19.4pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,206 | $4,224-71.4% | $5,098-76.3% | $4,139-70.9% |
| Admin fee / account holder | $452 | $9,013-95.0% | $12,098-96.3% | $7,234-93.7% |