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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 | $8,483 | $143,969-94.1% | $199,883-95.8% | $82,637-89.7% |
| Participation rate | 72.2% | 84.1%-11.9pp | 86.8%-14.5pp | 68.1%+4.2pp |
| Annual return | 18.27% | 25.67%-7.4pp | 43.81%-25.5pp | 53.51%-35.2pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,690 | $6,937-75.6% | $9,138-81.5% | $4,126-59.0% |
| Admin fee / account holder | $653 | $14,597-95.5% | $17,268-96.2% | $7,339-91.1% |