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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 | $9,736 | $125,797-92.3% | $170,043-94.3% | $75,173-87.0% |
| Participation rate | 91.2% | 83.6%+7.6pp | 87.0%+4.2pp | 67.2%+24.0pp |
| Annual return | 19.82% | 27.20%-7.4pp | 53.40%-33.6pp | 160.72%-140.9pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,627 | $6,838-61.6% | $10,410-74.8% | $4,126-36.3% |
| Admin fee / account holder | $515 | $8,177-93.7% | $12,824-96.0% | $5,651-90.9% |