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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 | $5,901 | $167,352-96.5% | $143,788-95.9% | $134,509-95.6% |
| Participation rate | 78.3% | 84.8%-6.6pp | 80.3%-2.1pp | 81.2%-3.0pp |
| Annual return | -15.42% | 0.47%-15.9pp | -0.03%-15.4pp | 418.13%-433.6pp |
| Employer contribution / active EE | $2,174 | $5,620-61.3% | $4,952-56.1% | $4,741-54.1% |
| Participant deferral / active EE | $1,377 | $6,447-78.6% | $5,638-75.6% | $6,400-78.5% |
| Admin fee / account holder | $304 | $18,091-98.3% | $14,675-97.9% | $11,427-97.3% |