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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 | $10,285 | $65,704-84.3% | $94,229-89.1% | $59,633-82.8% |
| Participation rate | 74.3% | 72.1%+2.2pp | 78.8%-4.5pp | 68.7%+5.6pp |
| Annual return | 0.34% | 5.22%-4.9pp | 10.68%-10.3pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,287 | $3,143-59.1% | $4,320-70.2% | $3,192-59.7% |
| Admin fee / account holder | $1,491 | $4,265-65.0% | $6,269-76.2% | $4,297-65.3% |