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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 | $10,380 | $39,132-73.5% | $57,196-81.9% | $62,881-83.5% |
| Participation rate | 90.8% | 70.5%+20.3pp | 75.3%+15.5pp | 69.3%+21.5pp |
| Annual return | 4.60% | 9.24%-4.6pp | 14.59%-10.0pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,311 | $1,874-30.0% | $2,683-51.1% | $2,281-42.5% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $507 | $2,594-80.5% | $3,141-83.9% | $4,296-88.2% |