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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 | $22,479 | $183,988-87.8% | $162,177-86.1% | $152,897-85.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 94.97% | 150.79%-55.8pp | 115.60%-20.6pp | 345.43%-250.5pp |
| Employer contribution / active EE | $1,750 | $6,370-72.5% | $5,613-68.8% | $4,764-63.3% |
| Participant deferral / active EE | $1,865 | $8,032-76.8% | $7,297-74.4% | $5,851-68.1% |
| Admin fee / account holder | $3,939 | $13,123-70.0% | $10,843-63.7% | $11,599-66.0% |