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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 | $21,372 | $65,704-67.5% | $94,229-77.3% | $59,633-64.2% |
| Participation rate | 82.6% | 72.1%+10.5pp | 78.8%+3.8pp | 68.7%+13.9pp |
| Annual return | -1.94% | 5.22%-7.2pp | 10.68%-12.6pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $2,174 | $2,021+7.6% | $3,587-39.4% | $2,203-1.3% |
| Participant deferral / active EE | $1,120 | $3,143-64.4% | $4,320-74.1% | $3,192-64.9% |
| Admin fee / account holder | $1,171 | $4,265-72.6% | $6,269-81.3% | $4,297-72.8% |