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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 | $12,495 | $92,219-86.5% | $76,768-83.7% | $135,379-90.8% |
| Participation rate | 90.0% | 79.8%+10.2pp | 77.0%+13.0pp | 82.6%+7.4pp |
| Annual return | -4.51% | 5.46%-10.0pp | 2.43%-6.9pp | 519.79%-524.3pp |
| Employer contribution / active EE | $741 | $3,216-77.0% | $2,485-70.2% | $4,779-84.5% |
| Participant deferral / active EE | $1,073 | $4,508-76.2% | $3,852-72.2% | $5,609-80.9% |
| Admin fee / account holder | $1,517 | $10,749-85.9% | $6,675-77.3% | $10,828-86.0% |