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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 | $13,210 | $167,352-92.1% | $143,788-90.8% | $134,509-90.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.66% | 0.47%-17.1pp | -0.03%-16.6pp | 418.13%-434.8pp |
| Employer contribution / active EE | $1,446 | $5,620-74.3% | $4,952-70.8% | $4,741-69.5% |
| Participant deferral / active EE | $1,476 | $6,447-77.1% | $5,638-73.8% | $6,400-76.9% |
| Admin fee / account holder | $938 | $18,091-94.8% | $14,675-93.6% | $11,427-91.8% |