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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 | $11,107 | $59,819-81.4% | $79,583-86.0% | $68,490-83.8% |
| Participation rate | 75.9% | 61.1%+14.8pp | 69.5%+6.4pp | 67.9%+8.0pp |
| Annual return | -17.35% | -12.30%-5.1pp | 0.16%-17.5pp | -7.85%-9.5pp |
| Employer contribution / active EE | $945 | $1,505-37.2% | $2,414-60.8% | $2,597-63.6% |
| Participant deferral / active EE | $553 | $3,025-81.7% | $3,986-86.1% | $4,028-86.3% |
| Admin fee / account holder | $5,974 | $4,835+23.5% | $6,835-12.6% | $5,403+10.6% |