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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 | $2,160 | $78,690-97.3% | $161,489-98.7% | $87,485-97.5% |
| Participation rate | 71.9% | 67.5%+4.4pp | 78.7%-6.8pp | 68.9%+2.9pp |
| Annual return | 22.84% | 32.74%-9.9pp | 89.72%-66.9pp | 26.06%-3.2pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $705 | $3,311-78.7% | $5,630-87.5% | $4,274-83.5% |
| Admin fee / account holder | $304 | $6,724-95.5% | $16,006-98.1% | $7,775-96.1% |