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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 | $1,216 | $51,638-97.6% | $68,368-98.2% | $82,448-98.5% |
| Participation rate | 74.1% | 63.6%+10.5pp | 73.8%+0.3pp | 68.1%+6.0pp |
| Annual return | 18.80% | 37.53%-18.7pp | 292.57%-273.8pp | 41.64%-22.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $378 | $2,914-87.0% | $4,123-90.8% | $4,139-90.9% |
| Admin fee / account holder | $420 | $4,643-91.0% | $5,150-91.9% | $7,234-94.2% |