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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 | $9,646 | $86,288-88.8% | $111,306-91.3% | $85,851-88.8% |
| Participation rate | 77.3% | 73.3%+4.0pp | 77.3%0pp | 69.3%+8.0pp |
| Annual return | 0.00% | 19.99%-20.0pp | 54.67%-54.7pp | 318.63%-318.6pp |
| Employer contribution / active EE | $791 | $2,044-61.3% | $2,732-71.1% | $2,565-69.2% |
| Participant deferral / active EE | $1,090 | $3,641-70.1% | $4,488-75.7% | $3,952-72.4% |
| Admin fee / account holder | $909 | $8,189-88.9% | $7,966-88.6% | $6,261-85.5% |