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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 | $6,649 | $78,705-91.6% | $117,860-94.4% | $70,124-90.5% |
| Participation rate | 73.3% | 73.2%+0.1pp | 79.7%-6.3pp | 69.5%+3.8pp |
| Annual return | 18.04% | 23.30%-5.3pp | 335.10%-317.1pp | 73.14%-55.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,047 | $3,297-68.3% | $4,482-76.6% | $3,332-68.6% |
| Admin fee / account holder | $467 | $5,065-90.8% | $8,021-94.2% | $4,645-90.0% |