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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 | $4,011 | $91,537-95.6% | $130,045-96.9% | $75,173-94.7% |
| Participation rate | 74.2% | 71.5%+2.7pp | 78.5%-4.3pp | 67.2%+7.0pp |
| Annual return | 16.43% | -631.55%+648.0pp | -137.30%+153.7pp | 160.72%-144.3pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,609 | $4,343-63.0% | $5,820-72.4% | $4,126-61.0% |
| Admin fee / account holder | $612 | $6,780-91.0% | $10,600-94.2% | $5,651-89.2% |