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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 | $11,552 | $167,362-93.1% | $143,799-92.0% | $134,532-91.4% |
| Participation rate | 81.0% | 84.8%-3.9pp | 80.3%+0.6pp | 81.2%-0.3pp |
| Annual return | -17.36% | 0.47%-17.8pp | -0.04%-17.3pp | 418.27%-435.6pp |
| Employer contribution / active EE | $1,616 | $5,620-71.2% | $4,952-67.4% | $4,741-65.9% |
| Participant deferral / active EE | $349 | $6,447-94.6% | $5,638-93.8% | $6,401-94.5% |
| Admin fee / account holder | $1,628 | $18,094-91.0% | $14,677-88.9% | $11,429-85.8% |