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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 | $12,548 | $72,012-82.6% | $185,827-93.2% | $79,858-84.3% |
| Participation rate | 75.8% | 65.8%+10.0pp | 78.0%-2.3pp | 69.6%+6.1pp |
| Annual return | 0.00% | 23.12%-23.1pp | 35.96%-36.0pp | 31.72%-31.7pp |
| Employer contribution / active EE | $861 | $1,965-56.2% | $4,087-78.9% | $2,471-65.2% |
| Participant deferral / active EE | $1,086 | $3,779-71.3% | $5,633-80.7% | $3,740-71.0% |
| Admin fee / account holder | $1,361 | $4,513-69.8% | $9,502-85.7% | $5,306-74.3% |