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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 | $48,011-88.3% | $63,803-91.2% | $82,637-93.2% |
| Participation rate | 73.5% | 66.6%+7.0pp | 72.7%+0.8pp | 68.1%+5.5pp |
| Annual return | 16.76% | 19.84%-3.1pp | 543.72%-527.0pp | 53.51%-36.7pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $581 | $2,846-79.6% | $3,843-84.9% | $4,126-85.9% |
| Admin fee / account holder | $584 | $3,873-84.9% | $5,196-88.8% | $7,339-92.0% |