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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 | $7,096 | $165,399-95.7% | $149,745-95.3% | $158,982-95.5% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,030 | $5,105-79.8% | $4,646-77.8% | $4,763-78.4% |
| Participant deferral / active EE | $1,897 | $7,183-73.6% | $6,843-72.3% | $5,983-68.3% |
| Admin fee / account holder | $362 | $10,811-96.7% | $9,312-96.1% | $11,252-96.8% |