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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 | $10,926 | $135,645-91.9% | $110,243-90.1% | $135,379-91.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 0.28% | 513.24%-513.0pp | 314.76%-314.5pp | 519.79%-519.5pp |
| Employer contribution / active EE | $3,043 | $4,907-38.0% | $3,827-20.5% | $4,779-36.3% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $357 | $11,458-96.9% | $8,548-95.8% | $10,828-96.7% |