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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 | $24,894 | $67,411-63.1% | $91,004-72.6% | $70,126-64.5% |
| Participation rate | 91.8% | 71.4%+20.4pp | 75.6%+16.2pp | 69.5%+22.2pp |
| Annual return | 13.18% | -40.16%+53.3pp | 4.60%+8.6pp | 73.15%-60.0pp |
| Employer contribution / active EE | $2,941 | $1,786+64.7% | $2,456+19.8% | $2,343+25.6% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $816 | $4,236-80.7% | $5,417-84.9% | $4,645-82.4% |