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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 | $12,945 | $100,805-87.2% | $86,698-85.1% | $134,532-90.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.65% | 29.09%-47.7pp | 35.95%-54.6pp | 418.27%-436.9pp |
| Employer contribution / active EE | $4,772 | $3,490+36.7% | $2,837+68.2% | $4,741+0.7% |
| Participant deferral / active EE | $627 | $5,339-88.2% | $4,656-86.5% | $6,401-90.2% |
| Admin fee / account holder | $1,074 | $10,925-90.2% | $7,493-85.7% | $11,429-90.6% |