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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 | $3,332 | $115,225-97.1% | $100,712-96.7% | $138,895-97.6% |
| Participation rate | 95.2% | 74.3%+20.9pp | 69.3%+26.0pp | 79.9%+15.3pp |
| Annual return | 17.25% | 40.35%-23.1pp | 33.27%-16.0pp | 145.39%-128.1pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,046 | $4,699-77.7% | $4,085-74.4% | $6,396-83.6% |
| Admin fee / account holder | $537 | $10,844-95.0% | $9,256-94.2% | $12,562-95.7% |