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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 | $6,255 | $91,537-93.2% | $130,045-95.2% | $75,173-91.7% |
| Participation rate | 87.5% | 71.5%+16.0pp | 78.5%+9.0pp | 67.2%+20.3pp |
| Annual return | 25.23% | -631.55%+656.8pp | -137.30%+162.5pp | 160.72%-135.5pp |
| Employer contribution / active EE | $1,488 | $2,845-47.7% | $4,321-65.6% | $2,671-44.3% |
| Participant deferral / active EE | $1,752 | $4,343-59.7% | $5,820-69.9% | $4,126-57.6% |
| Admin fee / account holder | $387 | $6,780-94.3% | $10,600-96.3% | $5,651-93.1% |