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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 | $19,276 | $252,625-92.4% | $220,144-91.2% | $382,429-95.0% |
| Participation rate | 75.0% | 88.1%-13.1pp | 84.8%-9.8pp | 87.7%-12.7pp |
| Annual return | 9.32% | -1.59%+10.9pp | -0.63%+10.0pp | 248.85%-239.5pp |
| Employer contribution / active EE | $0 | $7,607-100.0% | $6,623-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $1,665 | $4,939-66.3% | $4,718-64.7% | $5,727-70.9% |
| Admin fee / account holder | $10,684 | $17,846-40.1% | $15,617-31.6% | $30,732-65.2% |