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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 | $2,198 | $73,787-97.0% | $98,716-97.8% | $82,448-97.3% |
| Participation rate | 83.9% | 61.4%+22.5pp | 69.3%+14.6pp | 68.1%+15.8pp |
| Annual return | 20.80% | 18.57%+2.2pp | 31.81%-11.0pp | 41.64%-20.8pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $980 | $3,081-68.2% | $4,048-75.8% | $4,139-76.3% |
| Admin fee / account holder | $389 | $6,500-94.0% | $8,703-95.5% | $7,234-94.6% |