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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 | $15,505 | $150,447-89.7% | $136,298-88.6% | $147,586-89.5% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 19.96% | 1049.15%-1029.2pp | 5156.27%-5136.3pp | 578.59%-558.6pp |
| Employer contribution / active EE | $3,029 | $5,256-42.4% | $4,696-35.5% | $4,876-37.9% |
| Participant deferral / active EE | $1,875 | $6,631-71.7% | $6,247-70.0% | $5,439-65.5% |
| Admin fee / account holder | $868 | $10,906-92.0% | $9,244-90.6% | $10,886-92.0% |