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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 | $2,058 | $86,938-97.6% | $102,423-98.0% | $80,925-97.5% |
| Participation rate | 81.5% | 72.4%+9.1pp | 76.5%+5.0pp | 67.7%+13.8pp |
| Annual return | 12.71% | 18.89%-6.2pp | 29.42%-16.7pp | 35.65%-22.9pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $976 | $4,120-76.3% | $5,054-80.7% | $4,299-77.3% |
| Admin fee / account holder | $631 | $8,053-92.2% | $9,455-93.3% | $6,940-90.9% |