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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 | $4,562 | $93,598-95.1% | $135,974-96.6% | $75,173-93.9% |
| Participation rate | 80.6% | 75.2%+5.4pp | 81.9%-1.4pp | 67.2%+13.4pp |
| Annual return | 22.25% | 30.89%-8.6pp | 68.30%-46.1pp | 160.72%-138.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,819 | $6,405-71.6% | $7,760-76.6% | $4,126-55.9% |
| Admin fee / account holder | $431 | $6,978-93.8% | $10,767-96.0% | $5,651-92.4% |