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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 | $11,256 | $94,529-88.1% | $140,019-92.0% | $64,173-82.5% |
| Participation rate | 83.6% | 84.1%-0.4pp | 87.5%-3.9pp | 69.6%+14.1pp |
| Annual return | -6.14% | 7.77%-13.9pp | 651.17%-657.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,283 | $5,250-56.5% | $6,927-67.0% | $3,470-34.2% |
| Admin fee / account holder | $657 | $6,741-90.2% | $10,705-93.9% | $4,887-86.5% |