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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 | $13,228 | $57,352-76.9% | $83,831-84.2% | $64,173-79.4% |
| Participation rate | 90.0% | 68.6%+21.4pp | 76.1%+13.9pp | 69.6%+20.4pp |
| Annual return | -8.31% | 11.38%-19.7pp | 850.99%-859.3pp | 7.63%-15.9pp |
| Employer contribution / active EE | $2,841 | $2,546+11.6% | $3,631-21.8% | $2,381+19.3% |
| Participant deferral / active EE | $870 | $2,993-70.9% | $4,082-78.7% | $3,470-74.9% |
| Admin fee / account holder | $1,267 | $4,046-68.7% | $5,479-76.9% | $4,887-74.1% |