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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 | $15,751 | $64,719-75.7% | $112,249-86.0% | $68,486-77.0% |
| Participation rate | 84.0% | 67.2%+16.8pp | 75.1%+8.9pp | 67.9%+16.1pp |
| Annual return | -16.02% | -11.40%-4.6pp | 27.48%-43.5pp | -7.85%-8.2pp |
| Employer contribution / active EE | $4,565 | $2,747+66.2% | $3,636+25.5% | $2,597+75.8% |
| Participant deferral / active EE | $1,021 | $3,565-71.4% | $4,729-78.4% | $4,028-74.6% |
| Admin fee / account holder | $5,475 | $5,232+4.6% | $6,412-14.6% | $5,404+1.3% |