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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 | $11,040 | $79,633-86.1% | $93,786-88.2% | $68,490-83.9% |
| Participation rate | 80.8% | 75.4%+5.4pp | 81.0%-0.2pp | 67.9%+12.9pp |
| Annual return | -17.43% | -0.10%-17.3pp | -11.32%-6.1pp | -7.85%-9.6pp |
| Employer contribution / active EE | $3,240 | $3,665-11.6% | $4,328-25.1% | $2,597+24.8% |
| Participant deferral / active EE | $872 | $5,158-83.1% | $6,100-85.7% | $4,028-78.3% |
| Admin fee / account holder | $1,329 | $6,871-80.7% | $7,184-81.5% | $5,403-75.4% |