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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 | $7,658 | $167,362-95.4% | $143,799-94.7% | $134,532-94.3% |
| Participation rate | 81.0% | 84.8%-3.9pp | 80.3%+0.6pp | 81.2%-0.3pp |
| Annual return | -3.71% | 0.47%-4.2pp | -0.04%-3.7pp | 418.27%-422.0pp |
| Employer contribution / active EE | $2,311 | $5,620-58.9% | $4,952-53.3% | $4,741-51.3% |
| Participant deferral / active EE | $2,057 | $6,447-68.1% | $5,638-63.5% | $6,401-67.9% |
| Admin fee / account holder | $373 | $18,094-97.9% | $14,677-97.5% | $11,429-96.7% |