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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 | $18,782 | $77,817-75.9% | $123,553-84.8% | $64,173-70.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.28% | 12.49%-15.8pp | 119.21%-122.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $7,238 | $3,014+140.1% | $4,628+56.4% | $2,381+204.0% |
| Participant deferral / active EE | $1,037 | $5,240-80.2% | $6,426-83.9% | $3,470-70.1% |
| Admin fee / account holder | $667 | $5,519-87.9% | $9,284-92.8% | $4,887-86.4% |