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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 | $24,775 | $72,404-65.8% | $110,243-77.5% | $64,173-61.4% |
| Participation rate | 90.5% | 73.3%+17.1pp | 79.8%+10.7pp | 69.6%+20.9pp |
| Annual return | -2.26% | -6.29%+4.0pp | 314.76%-317.0pp | 7.63%-9.9pp |
| Employer contribution / active EE | $714 | $2,282-68.7% | $3,827-81.3% | $2,381-70.0% |
| Participant deferral / active EE | $872 | $3,469-74.9% | $4,672-81.3% | $3,470-74.9% |
| Admin fee / account holder | $1,379 | $5,664-75.7% | $8,548-83.9% | $4,887-71.8% |