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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 | $1,140 | $45,343-97.5% | $150,298-99.2% | $67,986-98.3% |
| Participation rate | 70.9% | 51.9%+19.1pp | 77.8%-6.9pp | 57.2%+13.7pp |
| Annual return | 14.01% | 33.28%-19.3pp | 62.79%-48.8pp | 31.67%-17.7pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $338 | $2,055-83.5% | $5,453-93.8% | $3,358-89.9% |
| Admin fee / account holder | $518 | $2,250-77.0% | $14,116-96.3% | $3,203-83.8% |