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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 | $10,453 | $64,729-83.9% | $112,263-90.7% | $68,490-84.7% |
| Participation rate | 76.2% | 67.2%+9.0pp | 75.1%+1.1pp | 67.9%+8.3pp |
| Annual return | -19.32% | -11.40%-7.9pp | 27.49%-46.8pp | -7.85%-11.5pp |
| Employer contribution / active EE | $3,997 | $2,746+45.6% | $3,636+9.9% | $2,597+53.9% |
| Participant deferral / active EE | $596 | $3,566-83.3% | $4,729-87.4% | $4,028-85.2% |
| Admin fee / account holder | $1,385 | $5,222-73.5% | $6,410-78.4% | $5,403-74.4% |