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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 | $7,364 | $50,947-85.5% | $74,551-90.1% | $64,173-88.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 7.02% | -1.85%+8.9pp | 32.53%-25.5pp | 7.63%-0.6pp |
| Employer contribution / active EE | $1,965 | $1,115+76.2% | $1,961+0.2% | $2,381-17.5% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $981 | $4,221-76.8% | $5,059-80.6% | $4,887-79.9% |