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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 | $9,602 | $49,177-80.5% | $79,466-87.9% | $64,173-85.0% |
| Participation rate | 98.9% | 65.0%+33.8pp | 73.3%+25.5pp | 69.6%+29.3pp |
| Annual return | -1.36% | -1.16%-0.2pp | 718.28%-719.6pp | 7.63%-9.0pp |
| Employer contribution / active EE | $1,686 | $2,076-18.8% | $2,800-39.8% | $2,381-29.2% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,935 | $3,839+28.6% | $5,104-3.3% | $4,887+1.0% |