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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 | $12,949 | $146,267-91.1% | $197,124-93.4% | $82,448-84.3% |
| Participation rate | 82.5% | 84.0%-1.6pp | 86.7%-4.3pp | 68.1%+14.4pp |
| Annual return | 18.87% | 29.61%-10.7pp | 44.34%-25.5pp | 41.64%-22.8pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,153 | $7,035-55.2% | $9,135-65.5% | $4,139-23.8% |
| Admin fee / account holder | $1,464 | $14,422-89.8% | $16,298-91.0% | $7,234-79.8% |