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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 | $6,641 | $106,864-93.8% | $147,318-95.5% | $82,637-92.0% |
| Participation rate | 71.4% | 75.5%-4.1pp | 82.1%-10.6pp | 68.1%+3.4pp |
| Annual return | 23.73% | 27.49%-3.8pp | 70.43%-46.7pp | 53.51%-29.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,303 | $6,496-79.9% | $7,906-83.5% | $4,126-68.4% |
| Admin fee / account holder | $556 | $8,415-93.4% | $13,708-95.9% | $7,339-92.4% |