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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 | $11,347 | $50,958-77.7% | $74,552-84.8% | $64,181-82.3% |
| Participation rate | 94.7% | 61.1%+33.7pp | 69.1%+25.6pp | 69.6%+25.2pp |
| Annual return | -2.02% | -1.86%-0.2pp | 32.53%-34.6pp | 7.63%-9.7pp |
| Employer contribution / active EE | $1,898 | $1,115+70.2% | $1,961-3.2% | $2,381-20.3% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $799 | $4,223-81.1% | $5,060-84.2% | $4,887-83.7% |