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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 | $7,434 | $67,411-89.0% | $91,004-91.8% | $70,126-89.4% |
| Participation rate | 72.7% | 71.4%+1.4pp | 75.6%-2.9pp | 69.5%+3.2pp |
| Annual return | 14.40% | -40.16%+54.6pp | 4.60%+9.8pp | 73.15%-58.8pp |
| Employer contribution / active EE | $421 | $1,786-76.5% | $2,456-82.9% | $2,343-82.0% |
| Participant deferral / active EE | $1,044 | $2,823-63.0% | $3,548-70.6% | $3,332-68.7% |
| Admin fee / account holder | $1,072 | $4,236-74.7% | $5,417-80.2% | $4,645-76.9% |