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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 | $2,018 | $58,587-96.6% | $83,322-97.6% | $64,173-96.9% |
| Participation rate | 74.3% | 72.0%+2.3pp | 77.8%-3.5pp | 69.6%+4.7pp |
| Annual return | -7.56% | 9.65%-17.2pp | 10.64%-18.2pp | 7.63%-15.2pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $838 | $4,654-82.0% | $5,565-84.9% | $3,470-75.9% |
| Admin fee / account holder | $432 | $9,279-95.3% | $7,540-94.3% | $4,887-91.2% |