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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 | $12,262 | $100,805-87.8% | $86,698-85.9% | $134,532-90.9% |
| Participation rate | 70.8% | 79.0%-8.1pp | 76.6%-5.8pp | 81.2%-10.4pp |
| Annual return | -17.51% | 29.09%-46.6pp | 35.95%-53.5pp | 418.27%-435.8pp |
| Employer contribution / active EE | $813 | $3,490-76.7% | $2,837-71.4% | $4,741-82.9% |
| Participant deferral / active EE | $1,256 | $5,339-76.5% | $4,656-73.0% | $6,401-80.4% |
| Admin fee / account holder | $778 | $10,925-92.9% | $7,493-89.6% | $11,429-93.2% |