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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 | $9,763 | $82,678-88.2% | $125,391-92.2% | $68,490-85.7% |
| Participation rate | 77.8% | 75.1%+2.7pp | 82.4%-4.6pp | 67.9%+9.9pp |
| Annual return | -17.54% | -5.97%-11.6pp | 572.41%-590.0pp | -7.85%-9.7pp |
| Employer contribution / active EE | $1,015 | $3,382-70.0% | $4,816-78.9% | $2,597-60.9% |
| Participant deferral / active EE | $2,227 | $6,111-63.6% | $7,448-70.1% | $4,028-44.7% |
| Admin fee / account holder | $708 | $6,277-88.7% | $10,009-92.9% | $5,403-86.9% |