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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 | $6,899 | $56,197-87.7% | $67,652-89.8% | $59,633-88.4% |
| Participation rate | 90.6% | 71.5%+19.2pp | 75.7%+15.0pp | 68.7%+22.0pp |
| Annual return | -2.31% | 18508.10%-18510.4pp | 6625.40%-6627.7pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $1,009 | $1,615-37.5% | $2,266-55.5% | $2,203-54.2% |
| Participant deferral / active EE | $1,220 | $2,844-57.1% | $3,560-65.7% | $3,192-61.8% |
| Admin fee / account holder | $647 | $3,958-83.6% | $4,821-86.6% | $4,297-84.9% |