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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 | $3,617 | $106,864-96.6% | $147,318-97.5% | $82,637-95.6% |
| Participation rate | 74.1% | 75.5%-1.4pp | 82.1%-8.0pp | 68.1%+6.0pp |
| Annual return | 22.27% | 27.49%-5.2pp | 70.43%-48.2pp | 53.51%-31.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,549 | $6,496-76.2% | $7,906-80.4% | $4,126-62.5% |
| Admin fee / account holder | $914 | $8,415-89.1% | $13,708-93.3% | $7,339-87.5% |