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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 | $16,498 | $82,678-80.0% | $125,391-86.8% | $68,490-75.9% |
| Participation rate | 93.5% | 75.1%+18.5pp | 82.4%+11.2pp | 67.9%+25.7pp |
| Annual return | -18.87% | -5.97%-12.9pp | 572.41%-591.3pp | -7.85%-11.0pp |
| Employer contribution / active EE | $1,921 | $3,382-43.2% | $4,816-60.1% | $2,597-26.0% |
| Participant deferral / active EE | $2,247 | $6,111-63.2% | $7,448-69.8% | $4,028-44.2% |
| Admin fee / account holder | $709 | $6,277-88.7% | $10,009-92.9% | $5,403-86.9% |