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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 | $10,856 | $160,070-93.2% | $147,117-92.6% | $145,897-92.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.41% | 98.69%-82.3pp | 420.54%-404.1pp | 552.29%-535.9pp |
| Employer contribution / active EE | $1,589 | $5,285-69.9% | $4,932-67.8% | $4,663-65.9% |
| Participant deferral / active EE | $2,396 | $8,419-71.5% | $8,065-70.3% | $6,689-64.2% |
| Admin fee / account holder | $1,053 | $15,035-93.0% | $12,993-91.9% | $13,390-92.1% |