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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 | $5,848 | $82,674-92.9% | $125,381-95.3% | $68,486-91.5% |
| Participation rate | 76.9% | 75.1%+1.9pp | 82.4%-5.5pp | 67.9%+9.0pp |
| Annual return | -19.11% | -5.97%-13.1pp | 572.31%-591.4pp | -7.85%-11.3pp |
| Employer contribution / active EE | $872 | $3,382-74.2% | $4,815-81.9% | $2,597-66.4% |
| Participant deferral / active EE | $2,161 | $6,111-64.6% | $7,448-71.0% | $4,028-46.3% |
| Admin fee / account holder | $464 | $6,277-92.6% | $10,007-95.4% | $5,404-91.4% |