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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 | $3,038 | $77,896-96.1% | $134,172-97.7% | $82,448-96.3% |
| Participation rate | 82.9% | 62.8%+20.1pp | 72.5%+10.5pp | 68.1%+14.9pp |
| Annual return | 21.59% | 18.21%+3.4pp | 25.30%-3.7pp | 41.64%-20.1pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,064 | $3,162-66.4% | $4,690-77.3% | $4,139-74.3% |
| Admin fee / account holder | $615 | $6,336-90.3% | $12,016-94.9% | $7,234-91.5% |