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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 | $9,238 | $106,749-91.3% | $145,433-93.6% | $82,448-88.8% |
| Participation rate | 72.4% | 75.6%-3.2pp | 82.1%-9.7pp | 68.1%+4.3pp |
| Annual return | 19.61% | 27.59%-8.0pp | 66.58%-47.0pp | 41.64%-22.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,880 | $6,519-71.2% | $7,897-76.2% | $4,139-54.6% |
| Admin fee / account holder | $635 | $8,390-92.4% | $13,129-95.2% | $7,234-91.2% |