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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 | $9,856 | $62,583-84.3% | $76,767-87.2% | $64,173-84.6% |
| Participation rate | 71.9% | 72.8%-0.9pp | 77.0%-5.1pp | 69.6%+2.3pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $895 | $3,145-71.6% | $3,852-76.8% | $3,470-74.2% |
| Admin fee / account holder | $2,398 | $4,667-48.6% | $6,675-64.1% | $4,887-50.9% |