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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 | $14,182 | $127,387-88.9% | $115,038-87.7% | $125,389-88.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.64% | 31.28%-33.9pp | 26.14%-28.8pp | 282.24%-284.9pp |
| Employer contribution / active EE | $1,578 | $5,166-69.4% | $4,608-65.7% | $4,866-67.6% |
| Participant deferral / active EE | $1,352 | $6,423-79.0% | $6,026-77.6% | $5,352-74.7% |
| Admin fee / account holder | $3,697 | $9,516-61.1% | $8,175-54.8% | $9,541-61.2% |