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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 | $13,705 | $118,877-88.5% | $96,570-85.8% | $167,536-91.8% |
| Participation rate | 90.5% | 75.5%+15.0pp | 69.8%+20.7pp | 82.1%+8.4pp |
| Annual return | 0.00% | 50.50%-50.5pp | 37.79%-37.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $847 | $4,617-81.7% | $3,849-78.0% | $6,342-86.6% |
| Admin fee / account holder | $943 | $8,069-88.3% | $6,182-84.8% | $12,315-92.3% |