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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 | $1,634 | $73,009-97.8% | $90,756-98.2% | $68,495-97.6% |
| Participation rate | 98.1% | 70.8%+27.2pp | 75.7%+22.4pp | 67.9%+30.2pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,006 | $2,193-8.5% | $2,922-31.3% | $2,596-22.7% |
| Participant deferral / active EE | $635 | $3,626-82.5% | $4,565-86.1% | $4,028-84.2% |
| Admin fee / account holder | $340 | $5,896-94.2% | $8,445-96.0% | $5,403-93.7% |