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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 | $12,233 | $72,492-83.1% | $87,102-86.0% | $72,983-83.2% |
| Participation rate | 77.6% | 72.8%+4.7pp | 76.9%+0.7pp | 69.5%+8.1pp |
| Annual return | 20.11% | 24.46%-4.3pp | 28.19%-8.1pp | 81.01%-60.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $908 | $3,270-72.2% | $4,048-77.6% | $3,608-74.8% |
| Admin fee / account holder | $322 | $5,055-93.6% | $7,491-95.7% | $5,124-93.7% |