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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 | $6,004 | $73,009-91.8% | $90,760-93.4% | $68,486-91.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -14.37% | -13.81%-0.6pp | -12.16%-2.2pp | -7.85%-6.5pp |
| Employer contribution / active EE | $1,639 | $2,193-25.2% | $2,922-43.9% | $2,597-36.9% |
| Participant deferral / active EE | $1,319 | $3,626-63.6% | $4,565-71.1% | $4,028-67.2% |
| Admin fee / account holder | $1,349 | $5,896-77.1% | $8,444-84.0% | $5,404-75.0% |