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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 | $135,187 | $54,597+147.6% | $344,859-60.8% | $349,369-61.3% |
| Participation rate | 100.0% | 36.4%+63.6pp | 23.5%+76.5pp | 44.4%+55.6pp |
| Annual return | -13.33% | -8.23%-5.1pp | -8.04%-5.3pp | -14.65%+1.3pp |
| Employer contribution / active EE | $26,808 | $39,719-32.5% | $29,691-9.7% | $46,321-42.1% |
| Participant deferral / active EE | $0 | $8-100.0% | $13-100.0% | $60-100.0% |
| Admin fee / account holder | $1,140 | $388+193.5% | $388+193.5% | $14,582-92.2% |