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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 | $6,971 | $76,834-90.9% | $108,359-93.6% | $87,485-92.0% |
| Participation rate | 84.0% | 61.7%+22.3pp | 70.1%+13.9pp | 68.9%+15.1pp |
| Annual return | 13.98% | 19.09%-5.1pp | 36.89%-22.9pp | 26.06%-12.1pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,237 | $3,100-60.1% | $4,137-70.1% | $4,274-71.0% |
| Admin fee / account holder | $307 | $6,537-95.3% | $9,741-96.9% | $7,775-96.1% |