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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 | $17,000 | $52,836-67.8% | $105,738-83.9% | $64,181-73.5% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | -3.54% | 14.30%-17.8pp | 6.27%-9.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,493 | $1,827-18.3% | $3,268-54.3% | $2,381-37.3% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $556 | $3,959-86.0% | $6,913-92.0% | $4,887-88.6% |