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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 | $11,160 | $82,674-86.5% | $125,381-91.1% | $68,486-83.7% |
| Participation rate | 85.7% | 75.1%+10.7pp | 82.4%+3.3pp | 67.9%+17.8pp |
| Annual return | -18.06% | -5.97%-12.1pp | 572.31%-590.4pp | -7.85%-10.2pp |
| Employer contribution / active EE | $1,885 | $3,382-44.3% | $4,815-60.9% | $2,597-27.4% |
| Participant deferral / active EE | $1,342 | $6,111-78.0% | $7,448-82.0% | $4,028-66.7% |
| Admin fee / account holder | $470 | $6,277-92.5% | $10,007-95.3% | $5,404-91.3% |