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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 | $33,210 | $110,083-69.8% | $151,628-78.1% | $68,495-51.5% |
| Participation rate | 92.1% | 84.0%+8.2pp | 87.5%+4.6pp | 67.9%+24.2pp |
| Annual return | -17.28% | -10.12%-7.2pp | 3.34%-20.6pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,549 | $4,470-65.3% | $6,165-74.9% | $2,596-40.3% |
| Participant deferral / active EE | $1,587 | $6,526-75.7% | $8,363-81.0% | $4,028-60.6% |
| Admin fee / account holder | $1,027 | $7,718-86.7% | $11,613-91.2% | $5,403-81.0% |