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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 | $7,608 | $45,152-83.2% | $73,835-89.7% | $59,633-87.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.15% | 27.40%-27.3pp | 2268.13%-2268.0pp | 2041.40%-2041.3pp |
| Employer contribution / active EE | $1,022 | $1,901-46.3% | $2,788-63.3% | $2,203-53.6% |
| Participant deferral / active EE | $594 | $2,573-76.9% | $3,583-83.4% | $3,192-81.4% |
| Admin fee / account holder | $397 | $3,515-88.7% | $4,880-91.9% | $4,297-90.8% |