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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 | $16,759 | $138,393-87.9% | $184,256-90.9% | $80,959-79.3% |
| Participation rate | 93.4% | 83.9%+9.5pp | 86.8%+6.6pp | 67.7%+25.8pp |
| Annual return | 11.39% | 20.01%-8.6pp | 28.85%-17.5pp | 35.67%-24.3pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,731 | $7,076-75.5% | $9,133-81.1% | $4,300-59.8% |
| Admin fee / account holder | $1,266 | $10,489-87.9% | $13,899-90.9% | $6,925-81.7% |