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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 | $7,478 | $73,863-89.9% | $143,797-94.8% | $68,490-89.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.14% | 0.91%-13.0pp | -0.04%-12.1pp | -7.85%-4.3pp |
| Employer contribution / active EE | $1,175 | $3,185-63.1% | $4,952-76.3% | $2,597-54.8% |
| Participant deferral / active EE | $594 | $3,385-82.5% | $5,638-89.5% | $4,028-85.3% |
| Admin fee / account holder | $562 | $5,756-90.2% | $14,679-96.2% | $5,403-89.6% |