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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 | $2,103 | $93,617-97.8% | $135,982-98.5% | $75,177-97.2% |
| Participation rate | 78.1% | 75.2%+2.9pp | 81.9%-3.8pp | 67.2%+10.9pp |
| Annual return | 54.17% | 30.89%+23.3pp | 68.32%-14.2pp | 160.75%-106.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,502 | $6,406-76.5% | $7,760-80.6% | $4,126-63.6% |
| Admin fee / account holder | $422 | $6,980-94.0% | $10,767-96.1% | $5,651-92.5% |