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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 | $10,601 | $91,537-88.4% | $130,045-91.8% | $75,173-85.9% |
| Participation rate | 92.1% | 71.5%+20.6pp | 78.5%+13.6pp | 67.2%+24.9pp |
| Annual return | 14.05% | -631.55%+645.6pp | -137.30%+151.4pp | 160.72%-146.7pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,188 | $4,343-72.6% | $5,820-79.6% | $4,126-71.2% |
| Admin fee / account holder | $889 | $6,780-86.9% | $10,600-91.6% | $5,651-84.3% |