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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 | $11,048 | $106,749-89.7% | $145,433-92.4% | $82,448-86.6% |
| Participation rate | 72.4% | 75.6%-3.2pp | 82.1%-9.7pp | 68.1%+4.3pp |
| Annual return | 20.96% | 27.59%-6.6pp | 66.58%-45.6pp | 41.64%-20.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,078 | $6,519-68.1% | $7,897-73.7% | $4,139-49.8% |
| Admin fee / account holder | $304 | $8,390-96.4% | $13,129-97.7% | $7,234-95.8% |