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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 | $12,744 | $82,678-84.6% | $125,391-89.8% | $68,490-81.4% |
| Participation rate | 70.4% | 75.1%-4.7pp | 82.4%-12.0pp | 67.9%+2.5pp |
| Annual return | -15.89% | -5.97%-9.9pp | 572.41%-588.3pp | -7.85%-8.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,411 | $6,111-60.5% | $7,448-67.6% | $4,028-40.1% |
| Admin fee / account holder | $424 | $6,277-93.2% | $10,009-95.8% | $5,403-92.2% |