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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 | $16,953 | $73,102-76.8% | $123,552-86.3% | $56,287-69.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -4.09% | 3.01%-7.1pp | 119.20%-123.3pp | -9.96%+5.9pp |
| Employer contribution / active EE | $1,364 | $2,977-54.2% | $4,628-70.5% | $2,111-35.4% |
| Participant deferral / active EE | $1,063 | $5,423-80.4% | $6,426-83.5% | $3,350-68.3% |
| Admin fee / account holder | $924 | $554+66.9% | $9,285-90.0% | $521+77.4% |