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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 | $13,516 | $62,586-78.4% | $76,766-82.4% | $64,181-78.9% |
| Participation rate | 80.0% | 72.8%+7.2pp | 77.0%+3.0pp | 69.6%+10.4pp |
| Annual return | -7.07% | -1.95%-5.1pp | 2.43%-9.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $499 | $1,832-72.8% | $2,485-79.9% | $2,381-79.0% |
| Participant deferral / active EE | $1,165 | $3,145-62.9% | $3,851-69.7% | $3,470-66.4% |
| Admin fee / account holder | $2,043 | $4,667-56.2% | $6,675-69.4% | $4,887-58.2% |