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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 | $30,036 | $171,867-82.5% | $149,721-79.9% | $147,586-79.6% |
| Participation rate | 73.3% | 88.2%-14.9pp | 87.1%-13.7pp | 82.8%-9.5pp |
| Annual return | 13.47% | 2113.36%-2099.9pp | 1501.67%-1488.2pp | 578.59%-565.1pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,627 | $7,270-77.6% | $6,568-75.2% | $5,439-70.1% |
| Admin fee / account holder | $500 | $13,799-96.4% | $11,282-95.6% | $10,886-95.4% |