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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 | $5,632 | $47,479-88.1% | $62,929-91.0% | $82,448-93.2% |
| Participation rate | 73.5% | 66.9%+6.7pp | 73.1%+0.4pp | 68.1%+5.5pp |
| Annual return | 16.76% | 20.34%-3.6pp | 1063.93%-1047.2pp | 41.64%-24.9pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $581 | $2,870-79.8% | $3,888-85.1% | $4,139-86.0% |
| Admin fee / account holder | $584 | $3,804-84.6% | $5,065-88.5% | $7,234-91.9% |