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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 | $14,432 | $113,941-87.3% | $94,229-84.7% | $125,389-88.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.40% | 5.29%-5.7pp | 10.68%-11.1pp | 282.24%-282.6pp |
| Employer contribution / active EE | $1,659 | $4,727-64.9% | $3,587-53.7% | $4,866-65.9% |
| Participant deferral / active EE | $667 | $5,179-87.1% | $4,320-84.6% | $5,352-87.5% |
| Admin fee / account holder | $623 | $8,392-92.6% | $6,269-90.1% | $9,541-93.5% |