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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 | $130,324 | $827,797-84.3% | $788,447-83.5% | $349,369-62.7% |
| Participation rate | 100.0% | 45.1%+54.9pp | 21.4%+78.6pp | 44.4%+55.6pp |
| Annual return | -11.89% | -4.32%-7.6pp | -3.21%-8.7pp | -14.65%+2.8pp |
| Employer contribution / active EE | $72,500 | $53,412+35.7% | $46,051+57.4% | $46,321+56.5% |
| Participant deferral / active EE | $0 | $28-100.0% | $31-100.0% | $60-100.0% |
| Admin fee / account holder | $578 | $50,219-98.9% | $46,258-98.8% | $14,582-96.0% |