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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 | $74,535-97.1% | $100,712-97.8% | $82,637-97.3% |
| Participation rate | 83.9% | 61.2%+22.7pp | 69.3%+14.6pp | 68.1%+15.8pp |
| Annual return | 20.80% | 18.92%+1.9pp | 33.27%-12.5pp | 53.51%-32.7pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $980 | $3,074-68.1% | $4,085-76.0% | $4,126-76.3% |
| Admin fee / account holder | $389 | $6,576-94.1% | $9,256-95.8% | $7,339-94.7% |