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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 | $9,880 | $52,678-81.2% | $75,784-87.0% | $59,633-83.4% |
| Participation rate | 91.1% | 67.2%+23.9pp | 75.8%+15.3pp | 68.7%+22.4pp |
| Annual return | -2.71% | 2.95%-5.7pp | 9.68%-12.4pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $13,223 | $2,193+502.8% | $3,323+297.9% | $2,203+500.3% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,630 | $3,610+56.0% | $5,300+6.2% | $4,297+31.0% |