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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 | $3,175 | $91,537-96.5% | $130,045-97.6% | $75,173-95.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 28.29% | -631.55%+659.8pp | -137.30%+165.6pp | 160.72%-132.4pp |
| Employer contribution / active EE | $753 | $2,845-73.5% | $4,321-82.6% | $2,671-71.8% |
| Participant deferral / active EE | $1,084 | $4,343-75.0% | $5,820-81.4% | $4,126-73.7% |
| Admin fee / account holder | $336 | $6,780-95.0% | $10,600-96.8% | $5,651-94.0% |