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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 | $10,065 | $89,367-88.7% | $141,191-92.9% | $72,975-86.2% |
| Participation rate | 73.8% | 75.1%-1.4pp | 82.5%-8.7pp | 69.5%+4.3pp |
| Annual return | 0.00% | 111.87%-111.9pp | 71.41%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,118 | $5,419-79.4% | $6,710-83.3% | $3,608-69.0% |
| Admin fee / account holder | $1,233 | $5,957-79.3% | $10,264-88.0% | $5,124-75.9% |