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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 | $12,451 | $64,729-80.8% | $112,263-88.9% | $68,490-81.8% |
| Participation rate | 70.1% | 67.2%+3.0pp | 75.1%-4.9pp | 67.9%+2.2pp |
| Annual return | 16.82% | -11.40%+28.2pp | 27.49%-10.7pp | -7.85%+24.7pp |
| Employer contribution / active EE | $1,544 | $2,746-43.8% | $3,636-57.5% | $2,597-40.5% |
| Participant deferral / active EE | $1,409 | $3,566-60.5% | $4,729-70.2% | $4,028-65.0% |
| Admin fee / account holder | $718 | $5,222-86.2% | $6,410-88.8% | $5,403-86.7% |