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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 | $127,221 | $352,342-63.9% | $336,864-62.2% | $233,076-45.4% |
| Participation rate | 100.0% | 37.5%+62.5pp | 27.8%+72.2pp | 46.4%+53.6pp |
| Annual return | -4.88% | -3.41%-1.5pp | -3.29%-1.6pp | -82.67%+77.8pp |
| Employer contribution / active EE | $57,657 | $41,836+37.8% | $36,762+56.8% | $43,771+31.7% |
| Participant deferral / active EE | $0 | $12-100.0% | $11-100.0% | $103-100.0% |
| Admin fee / account holder | $331 | $6,977-95.3% | $6,121-94.6% | $11,204-97.0% |