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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 | $7,615 | $81,870-90.7% | $119,608-93.6% | $68,495-88.9% |
| Participation rate | 80.0% | 71.9%+8.1pp | 79.3%+0.7pp | 67.9%+12.1pp |
| Annual return | -18.59% | -23.82%+5.2pp | -14.98%-3.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $973 | $2,692-63.9% | $4,232-77.0% | $2,596-62.5% |
| Participant deferral / active EE | $1,611 | $4,148-61.2% | $5,601-71.2% | $4,028-60.0% |
| Admin fee / account holder | $396 | $6,583-94.0% | $10,326-96.2% | $5,403-92.7% |