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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 | $21,194 | $197,603-89.3% | $177,827-88.1% | $158,950-86.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 125.39% | 58.76%+66.6pp | 48.32%+77.1pp | 302.91%-177.5pp |
| Employer contribution / active EE | $24,632 | $6,698+267.8% | $5,918+316.2% | $4,762+417.3% |
| Participant deferral / active EE | $100 | $8,404-98.8% | $7,713-98.7% | $5,983-98.3% |
| Admin fee / account holder | $6,716 | $15,402-56.4% | $12,429-46.0% | $11,248-40.3% |