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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 | $16,864 | $50,947-66.9% | $74,549-77.4% | $64,173-73.7% |
| Participation rate | 93.0% | 61.1%+31.9pp | 69.1%+23.8pp | 69.6%+23.4pp |
| Annual return | -4.86% | -1.85%-3.0pp | 32.53%-37.4pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,104 | $1,115-1.0% | $1,961-43.7% | $2,381-53.6% |
| Participant deferral / active EE | $764 | $2,302-66.8% | $3,108-75.4% | $3,470-78.0% |
| Admin fee / account holder | $1,103 | $4,221-73.9% | $5,059-78.2% | $4,887-77.4% |