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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 | $7,612 | $136,307-94.4% | $177,827-95.7% | $73,493-89.6% |
| Participation rate | 76.3% | 86.1%-9.8pp | 87.7%-11.4pp | 70.7%+5.6pp |
| Annual return | 0.00% | 18.68%-18.7pp | 48.32%-48.3pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $3,712-100.0% | $5,918-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,633 | $5,829-54.8% | $7,713-65.9% | $3,740-29.6% |
| Admin fee / account holder | $1,088 | $596+82.7% | $12,429-91.2% | $513+112.1% |