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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 | $9,558 | $49,280-80.6% | $67,313-85.8% | $64,173-85.1% |
| Participation rate | 96.4% | 60.8%+35.6pp | 69.1%+27.3pp | 69.6%+26.9pp |
| Annual return | 1.80% | -1.39%+3.2pp | -4.08%+5.9pp | 7.63%-5.8pp |
| Employer contribution / active EE | $893 | $1,668-46.5% | $2,566-65.2% | $2,381-62.5% |
| Participant deferral / active EE | $98 | $2,484-96.0% | $3,568-97.2% | $3,470-97.2% |
| Admin fee / account holder | $870 | $3,863-77.5% | $4,507-80.7% | $4,887-82.2% |