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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 | $4,117 | $167,352-97.5% | $143,788-97.1% | $134,509-96.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.03%0pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,686 | $5,620-70.0% | $4,952-66.0% | $4,741-64.4% |
| Participant deferral / active EE | $1,805 | $6,447-72.0% | $5,638-68.0% | $6,400-71.8% |
| Admin fee / account holder | $431 | $18,091-97.6% | $14,675-97.1% | $11,427-96.2% |