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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 | $2,502 | $134,001-98.1% | $112,258-97.8% | $134,509-98.1% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | 0.00% | 47.15%-47.2pp | 27.47%-27.5pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,183 | $4,039-70.7% | $3,636-67.5% | $4,741-75.0% |
| Participant deferral / active EE | $1,399 | $5,291-73.6% | $4,728-70.4% | $6,400-78.1% |
| Admin fee / account holder | $433 | $7,491-94.2% | $6,411-93.2% | $11,427-96.2% |