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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 | $5,179 | $82,674-93.7% | $125,381-95.9% | $68,486-92.4% |
| Participation rate | 92.9% | 75.1%+17.8pp | 82.4%+10.5pp | 67.9%+25.0pp |
| Annual return | -3.52% | -5.97%+2.4pp | 572.31%-575.8pp | -7.85%+4.3pp |
| Employer contribution / active EE | $1,307 | $3,382-61.4% | $4,815-72.9% | $2,597-49.7% |
| Participant deferral / active EE | $2,511 | $6,111-58.9% | $7,448-66.3% | $4,028-37.7% |
| Admin fee / account holder | $1,959 | $6,277-68.8% | $10,007-80.4% | $5,404-63.7% |