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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 | $1,984 | $108,825-98.2% | $156,181-98.7% | $82,448-97.6% |
| Participation rate | 76.3% | 72.4%+3.9pp | 78.8%-2.5pp | 68.1%+8.2pp |
| Annual return | 20.30% | 20.59%-0.3pp | 64.87%-44.6pp | 41.64%-21.3pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $520 | $4,577-88.6% | $6,132-91.5% | $4,139-87.4% |
| Admin fee / account holder | $529 | $9,341-94.3% | $14,586-96.4% | $7,234-92.7% |