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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 | $942 | $87,166-98.9% | $76,735-98.8% | $137,256-99.3% |
| Participation rate | 81.8% | 74.4%+7.5pp | 69.5%+12.3pp | 80.0%+1.9pp |
| Annual return | 24.31% | 26.50%-2.2pp | 29.77%-5.5pp | 220.34%-196.0pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $822 | $4,726-82.6% | $4,088-79.9% | $6,407-87.2% |
| Admin fee / account holder | $450 | $8,403-94.6% | $7,189-93.7% | $12,270-96.3% |