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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 | $10,632 | $50,947-79.1% | $74,549-85.7% | $64,173-83.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -7.85% | -1.85%-6.0pp | 32.53%-40.4pp | 7.63%-15.5pp |
| Employer contribution / active EE | $2,524 | $1,115+126.3% | $1,961+28.7% | $2,381+6.0% |
| Participant deferral / active EE | $892 | $2,302-61.2% | $3,108-71.3% | $3,470-74.3% |
| Admin fee / account holder | $414 | $4,221-90.2% | $5,059-91.8% | $4,887-91.5% |