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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 | $15,020 | $71,878-79.1% | $86,698-82.7% | $68,486-78.1% |
| Participation rate | 72.4% | 72.2%+0.2pp | 76.6%-4.2pp | 67.9%+4.5pp |
| Annual return | -15.77% | 3.53%-19.3pp | 35.95%-51.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $595 | $2,173-72.6% | $2,837-79.0% | $2,597-77.1% |
| Participant deferral / active EE | $697 | $3,779-81.5% | $4,656-85.0% | $4,028-82.7% |
| Admin fee / account holder | $1,763 | $6,113-71.2% | $7,493-76.5% | $5,404-67.4% |