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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 | $19,293 | $81,870-76.4% | $119,622-83.9% | $68,486-71.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 34.02% | -23.82%+57.8pp | -14.98%+49.0pp | -7.85%+41.9pp |
| Employer contribution / active EE | $1,404 | $2,692-47.8% | $4,232-66.8% | $2,597-45.9% |
| Participant deferral / active EE | $963 | $4,148-76.8% | $5,601-82.8% | $4,028-76.1% |
| Admin fee / account holder | $773 | $6,583-88.3% | $10,328-92.5% | $5,404-85.7% |