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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 | $13,619 | $82,674-83.5% | $125,381-89.1% | $68,486-80.1% |
| Participation rate | 96.2% | 75.1%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -16.59% | -5.97%-10.6pp | 572.31%-588.9pp | -7.85%-8.7pp |
| Employer contribution / active EE | $1,421 | $3,382-58.0% | $4,815-70.5% | $2,597-45.3% |
| Participant deferral / active EE | $2,326 | $6,111-61.9% | $7,448-68.8% | $4,028-42.3% |
| Admin fee / account holder | $559 | $6,277-91.1% | $10,007-94.4% | $5,404-89.7% |