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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 | $10,656 | $167,362-93.6% | $143,799-92.6% | $134,532-92.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -1.34% | 0.47%-1.8pp | -0.04%-1.3pp | 418.27%-419.6pp |
| Employer contribution / active EE | $1,554 | $5,620-72.3% | $4,952-68.6% | $4,741-67.2% |
| Participant deferral / active EE | $754 | $6,447-88.3% | $5,638-86.6% | $6,401-88.2% |
| Admin fee / account holder | $44,368 | $18,094+145.2% | $14,677+202.3% | $11,429+288.2% |