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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 | $3,757 | $32,037-88.3% | $69,182-94.6% | $62,881-94.0% |
| Participation rate | 91.7% | 43.4%+48.2pp | 55.1%+36.6pp | 69.3%+22.4pp |
| Annual return | 10.38% | 15.16%-4.8pp | -21.93%+32.3pp | 20.14%-9.8pp |
| Employer contribution / active EE | $333 | $679-50.9% | $1,206-72.4% | $2,281-85.4% |
| Participant deferral / active EE | $0 | $1,185-100.0% | $1,897-100.0% | $3,203-100.0% |
| Admin fee / account holder | $455 | $2,608-82.6% | $2,697-83.1% | $4,296-89.4% |