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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 | $2,874 | $106,864-97.3% | $147,318-98.0% | $82,637-96.5% |
| Participation rate | 92.3% | 75.5%+16.8pp | 82.1%+10.2pp | 68.1%+24.3pp |
| Annual return | 51.27% | 27.49%+23.8pp | 70.43%-19.2pp | 53.51%-2.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,394 | $6,496-63.1% | $7,906-69.7% | $4,126-42.0% |
| Admin fee / account holder | $2,873 | $8,415-65.9% | $13,708-79.0% | $7,339-60.8% |