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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 | $7,594 | $86,949-91.3% | $102,460-92.6% | $80,959-90.6% |
| Participation rate | 71.0% | 72.4%-1.4pp | 76.5%-5.5pp | 67.7%+3.3pp |
| Annual return | 38.49% | 18.89%+19.6pp | 29.47%+9.0pp | 35.67%+2.8pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,279 | $4,121-69.0% | $5,056-74.7% | $4,300-70.3% |
| Admin fee / account holder | $777 | $8,048-90.3% | $9,460-91.8% | $6,925-88.8% |