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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 | $19,746 | $106,115-81.4% | $85,969-77.0% | $125,389-84.3% |
| Participation rate | 83.3% | 84.1%-0.7pp | 76.5%+6.8pp | 83.2%+0.1pp |
| Annual return | -1.24% | 13.93%-15.2pp | 9.32%-10.6pp | 282.24%-283.5pp |
| Employer contribution / active EE | $3,504 | $4,537-22.8% | $3,474+0.8% | $4,866-28.0% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $351 | $8,144-95.7% | $6,053-94.2% | $9,541-96.3% |