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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 | $79,894-96.2% | $135,792-97.8% | $82,637-96.3% |
| Participation rate | 82.9% | 63.0%+19.9pp | 72.6%+10.3pp | 68.1%+14.9pp |
| Annual return | 21.59% | 17.20%+4.4pp | 25.96%-4.4pp | 53.51%-31.9pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,496-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,064 | $3,194-66.7% | $4,759-77.7% | $4,126-74.2% |
| Admin fee / account holder | $615 | $6,434-90.4% | $12,266-95.0% | $7,339-91.6% |