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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 | $2,769 | $138,393-98.0% | $184,256-98.5% | $80,959-96.6% |
| Participation rate | 72.2% | 83.9%-11.7pp | 86.8%-14.6pp | 67.7%+4.6pp |
| Annual return | 14.59% | 20.01%-5.4pp | 28.85%-14.3pp | 35.67%-21.1pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,088 | $7,076-84.6% | $9,133-88.1% | $4,300-74.7% |
| Admin fee / account holder | $708 | $10,489-93.3% | $13,899-94.9% | $6,925-89.8% |