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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 | $12,073 | $71,878-83.2% | $86,698-86.1% | $68,486-82.4% |
| Participation rate | 85.7% | 72.2%+13.5pp | 76.6%+9.1pp | 67.9%+17.8pp |
| Annual return | -12.36% | 3.53%-15.9pp | 35.95%-48.3pp | -7.85%-4.5pp |
| Employer contribution / active EE | $893 | $2,173-58.9% | $2,837-68.5% | $2,597-65.6% |
| Participant deferral / active EE | $1,690 | $3,779-55.3% | $4,656-63.7% | $4,028-58.0% |
| Admin fee / account holder | $360 | $6,113-94.1% | $7,493-95.2% | $5,404-93.3% |