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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 | $12,077 | $78,682-84.7% | $109,188-88.9% | $85,851-85.9% |
| Participation rate | 86.7% | 68.3%+18.4pp | 75.9%+10.8pp | 69.3%+17.3pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.76%-25.8pp | 318.63%-318.6pp |
| Employer contribution / active EE | $9,537 | $2,734+248.9% | $3,723+156.2% | $2,565+271.7% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $562 | $5,470-89.7% | $6,755-91.7% | $6,261-91.0% |