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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 | $14,737 | $59,813-75.4% | $79,580-81.5% | $68,486-78.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -17.06% | -12.30%-4.8pp | 0.15%-17.2pp | -7.85%-9.2pp |
| Employer contribution / active EE | $9,212 | $1,505+512.0% | $2,413+281.7% | $2,597+254.8% |
| Participant deferral / active EE | $319 | $3,024-89.4% | $3,985-92.0% | $4,028-92.1% |
| Admin fee / account holder | $482 | $4,835-90.0% | $6,835-93.0% | $5,404-91.1% |