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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 | $5,249 | $44,873-88.3% | $79,467-93.4% | $56,289-90.7% |
| Participation rate | 82.9% | 68.7%+14.1pp | 73.3%+9.5pp | 69.9%+13.0pp |
| Annual return | -3.53% | 0.81%-4.3pp | 718.30%-721.8pp | -9.96%+6.4pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $353 | $2,746-87.1% | $3,704-90.5% | $3,350-89.5% |
| Admin fee / account holder | $817 | $418+95.2% | $5,104-84.0% | $521+56.8% |