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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 | $7,284 | $138,386-94.7% | $184,260-96.0% | $80,935-91.0% |
| Participation rate | 82.7% | 83.9%-1.2pp | 86.8%-4.1pp | 67.7%+15.0pp |
| Annual return | 18.01% | 20.02%-2.0pp | 28.84%-10.8pp | 35.66%-17.6pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,120 | $7,076-55.9% | $9,133-65.8% | $4,299-27.4% |
| Admin fee / account holder | $429 | $10,489-95.9% | $13,898-96.9% | $6,924-93.8% |