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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 | $14,479 | $167,504-91.4% | $151,628-90.5% | $134,509-89.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.68% | 7.81%-21.5pp | 3.34%-17.0pp | 418.13%-431.8pp |
| Employer contribution / active EE | $2,249 | $6,828-67.1% | $6,165-63.5% | $4,741-52.6% |
| Participant deferral / active EE | $1,113 | $8,985-87.6% | $8,363-86.7% | $6,400-82.6% |
| Admin fee / account holder | $319 | $13,779-97.7% | $11,613-97.3% | $11,427-97.2% |