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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 | $14,920 | $106,008-85.9% | $92,240-83.8% | $147,586-89.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.90% | 50.05%-30.2pp | 176.29%-156.4pp | 578.59%-558.7pp |
| Employer contribution / active EE | $6,195 | $4,333+43.0% | $3,680+68.4% | $4,876+27.0% |
| Participant deferral / active EE | $883 | $4,478-80.3% | $3,897-77.3% | $5,439-83.8% |
| Admin fee / account holder | $1,355 | $6,333-78.6% | $5,194-73.9% | $10,886-87.6% |