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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 | $24,613 | $98,766-75.1% | $149,730-83.6% | $79,852-69.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.70%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $697 | $3,217-78.3% | $4,645-85.0% | $2,471-71.8% |
| Participant deferral / active EE | $1,586 | $5,681-72.1% | $6,843-76.8% | $3,740-57.6% |
| Admin fee / account holder | $1,609 | $6,052-73.4% | $9,310-82.7% | $5,306-69.7% |