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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 | $24,154 | $91,536-73.6% | $130,062-81.4% | $75,177-67.9% |
| Participation rate | 74.0% | 71.5%+2.5pp | 78.5%-4.5pp | 67.2%+6.8pp |
| Annual return | 18.62% | -631.62%+650.2pp | -137.37%+156.0pp | 160.75%-142.1pp |
| Employer contribution / active EE | $1,971 | $2,845-30.7% | $4,322-54.4% | $2,671-26.2% |
| Participant deferral / active EE | $1,072 | $4,343-75.3% | $5,821-81.6% | $4,126-74.0% |
| Admin fee / account holder | $3,432 | $6,780-49.4% | $10,601-67.6% | $5,651-39.3% |