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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 | $9,296 | $42,383-78.1% | $76,518-87.9% | $64,173-85.5% |
| Participation rate | 89.2% | 58.1%+31.0pp | 68.0%+21.2pp | 69.6%+19.6pp |
| Annual return | -8.93% | -16.54%+7.6pp | -0.27%-8.7pp | 7.63%-16.6pp |
| Employer contribution / active EE | $6,971 | $1,563+345.9% | $2,647+163.3% | $2,381+192.8% |
| Participant deferral / active EE | $396 | $2,566-84.6% | $3,836-89.7% | $3,470-88.6% |
| Admin fee / account holder | $2,983 | $3,198-6.7% | $4,849-38.5% | $4,887-39.0% |