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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 | $9,760 | $106,008-90.8% | $92,240-89.4% | $147,586-93.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.87% | 50.05%-36.2pp | 176.29%-162.4pp | 578.59%-564.7pp |
| Employer contribution / active EE | $2,693 | $4,333-37.8% | $3,680-26.8% | $4,876-44.8% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $528 | $6,333-91.7% | $5,194-89.8% | $10,886-95.2% |