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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 | $8,990 | $50,898-82.3% | $171,082-94.7% | $55,167-83.7% |
| Participation rate | 72.6% | 63.3%+9.3pp | 76.7%-4.1pp | 69.0%+3.6pp |
| Annual return | 0.00% | 15.34%-15.3pp | 32.56%-32.6pp | 169.23%-169.2pp |
| Employer contribution / active EE | $704 | $1,433-50.8% | $4,002-82.4% | $1,963-64.1% |
| Participant deferral / active EE | $906 | $2,994-69.7% | $4,797-81.1% | $3,054-70.3% |
| Admin fee / account holder | $538 | $500+7.6% | $8,520-93.7% | $504+6.7% |