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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 | $2,249 | $74,535-97.0% | $100,712-97.8% | $82,637-97.3% |
| Participation rate | 76.7% | 61.2%+15.6pp | 69.3%+7.5pp | 68.1%+8.7pp |
| Annual return | 20.69% | 18.92%+1.8pp | 33.27%-12.6pp | 53.51%-32.8pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $768 | $3,074-75.0% | $4,085-81.2% | $4,126-81.4% |
| Admin fee / account holder | $355 | $6,576-94.6% | $9,256-96.2% | $7,339-95.2% |