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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 | $16,546 | $180,462-90.8% | $154,111-89.3% | $135,379-87.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 5.75% | 888.17%-882.4pp | 735.18%-729.4pp | 519.79%-514.0pp |
| Employer contribution / active EE | $1,969 | $6,036-67.4% | $5,298-62.8% | $4,779-58.8% |
| Participant deferral / active EE | $804 | $5,806-86.2% | $5,081-84.2% | $5,609-85.7% |
| Admin fee / account holder | $1,483 | $16,145-90.8% | $13,411-88.9% | $10,828-86.3% |