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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 | $16,676 | $202,342-91.8% | $172,752-90.3% | $152,897-89.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.63% | 1029.83%-1015.2pp | 802.97%-788.3pp | 345.43%-330.8pp |
| Employer contribution / active EE | $2,304 | $5,858-60.7% | $5,144-55.2% | $4,764-51.6% |
| Participant deferral / active EE | $1,347 | $5,948-77.4% | $5,198-74.1% | $5,851-77.0% |
| Admin fee / account holder | $382 | $17,111-97.8% | $13,955-97.3% | $11,599-96.7% |