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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 | $16,091 | $82,678-80.5% | $125,391-87.2% | $68,490-76.5% |
| Participation rate | 88.7% | 75.1%+13.7pp | 82.4%+6.3pp | 67.9%+20.8pp |
| Annual return | 2.63% | -5.97%+8.6pp | 572.41%-569.8pp | -7.85%+10.5pp |
| Employer contribution / active EE | $1,408 | $3,382-58.4% | $4,816-70.8% | $2,597-45.8% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $585 | $6,277-90.7% | $10,009-94.2% | $5,403-89.2% |