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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 | $17,756 | $91,537-80.6% | $130,045-86.3% | $75,173-76.4% |
| Participation rate | 83.8% | 71.5%+12.3pp | 78.5%+5.3pp | 67.2%+16.6pp |
| Annual return | 15.24% | -631.55%+646.8pp | -137.30%+152.5pp | 160.72%-145.5pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,628 | $4,343-62.5% | $5,820-72.0% | $4,126-60.5% |
| Admin fee / account holder | $688 | $6,780-89.9% | $10,600-93.5% | $5,651-87.8% |