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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 | $14,359 | $171,867-91.6% | $149,716-90.4% | $147,585-90.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.52% | 2113.36%-2100.8pp | 1501.67%-1489.1pp | 578.58%-566.1pp |
| Employer contribution / active EE | $2,892 | $6,275-53.9% | $5,444-46.9% | $4,876-40.7% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,153 | $13,799-91.6% | $11,282-89.8% | $10,886-89.4% |