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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 | $3,155 | $101,795-96.9% | $165,100-98.1% | $80,959-96.1% |
| Participation rate | 91.7% | 71.8%+19.8pp | 78.6%+13.0pp | 67.7%+24.0pp |
| Annual return | 18.04% | 16.73%+1.3pp | 70.21%-52.2pp | 35.67%-17.6pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,314 | $4,476-70.6% | $6,035-78.2% | $4,300-69.4% |
| Admin fee / account holder | $525 | $8,221-93.6% | $12,696-95.9% | $6,925-92.4% |