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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 | $4,445 | $108,825-95.9% | $156,181-97.2% | $82,448-94.6% |
| Participation rate | 70.8% | 72.4%-1.6pp | 78.8%-8.1pp | 68.1%+2.7pp |
| Annual return | 19.09% | 20.59%-1.5pp | 64.87%-45.8pp | 41.64%-22.6pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $796 | $4,577-82.6% | $6,132-87.0% | $4,139-80.8% |
| Admin fee / account holder | $498 | $9,341-94.7% | $14,586-96.6% | $7,234-93.1% |