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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 | $2,162 | $146,267-98.5% | $197,124-98.9% | $82,448-97.4% |
| Participation rate | 92.6% | 84.0%+8.6pp | 86.7%+5.9pp | 68.1%+24.5pp |
| Annual return | 16.14% | 29.61%-13.5pp | 44.34%-28.2pp | 41.64%-25.5pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $772 | $7,035-89.0% | $9,135-91.5% | $4,139-81.3% |
| Admin fee / account holder | $337 | $14,422-97.7% | $16,298-97.9% | $7,234-95.3% |