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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 | $1,970 | $101,778-98.1% | $164,975-98.8% | $80,925-97.6% |
| Participation rate | 84.6% | 71.8%+12.8pp | 78.6%+6.0pp | 67.7%+17.0pp |
| Annual return | 13.25% | 16.73%-3.5pp | 70.12%-56.9pp | 35.65%-22.4pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,120 | $4,477-75.0% | $6,033-81.4% | $4,299-73.9% |
| Admin fee / account holder | $465 | $8,221-94.3% | $12,688-96.3% | $6,940-93.3% |