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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 | $7,319 | $43,344-83.1% | $59,899-87.8% | $64,173-88.6% |
| Participation rate | 81.8% | 69.2%+12.7pp | 74.7%+7.1pp | 69.6%+12.2pp |
| Annual return | 8.69% | -1.55%+10.2pp | 3.46%+5.2pp | 7.63%+1.1pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $742 | $2,547-70.9% | $3,402-78.2% | $3,470-78.6% |
| Admin fee / account holder | $583 | $3,008-80.6% | $3,592-83.8% | $4,887-88.1% |