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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 | $5,666 | $108,825-94.8% | $156,181-96.4% | $82,448-93.1% |
| Participation rate | 82.9% | 72.4%+10.5pp | 78.8%+4.1pp | 68.1%+14.8pp |
| Annual return | 15.62% | 20.59%-5.0pp | 64.87%-49.3pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,703 | $4,577-62.8% | $6,132-72.2% | $4,139-58.8% |
| Admin fee / account holder | $1,535 | $9,341-83.6% | $14,586-89.5% | $7,234-78.8% |