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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 | $13,433 | $71,873-81.3% | $86,698-84.5% | $68,490-80.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -13.40% | 3.54%-16.9pp | 35.96%-49.4pp | -7.85%-5.5pp |
| Employer contribution / active EE | $1,857 | $2,173-14.6% | $2,837-34.5% | $2,597-28.5% |
| Participant deferral / active EE | $481 | $3,779-87.3% | $4,656-89.7% | $4,028-88.1% |
| Admin fee / account holder | $573 | $6,110-90.6% | $7,492-92.4% | $5,403-89.4% |