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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 | $2,967 | $93,098-96.8% | $77,081-96.2% | $134,509-97.8% |
| Participation rate | 87.0% | 74.5%+12.5pp | 67.9%+19.0pp | 81.2%+5.7pp |
| Annual return | -20.57% | 62.63%-83.2pp | 42.33%-62.9pp | 418.13%-438.7pp |
| Employer contribution / active EE | $660 | $3,419-80.7% | $2,813-76.5% | $4,741-86.1% |
| Participant deferral / active EE | $820 | $5,239-84.4% | $4,428-81.5% | $6,400-87.2% |
| Admin fee / account holder | $735 | $6,945-89.4% | $5,427-86.5% | $11,427-93.6% |