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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 | $9,303 | $150,447-93.8% | $136,298-93.2% | $147,586-93.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.72% | 1049.15%-1036.4pp | 5156.27%-5143.5pp | 578.59%-565.9pp |
| Employer contribution / active EE | $3,603 | $5,256-31.4% | $4,696-23.3% | $4,876-26.1% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $423 | $10,906-96.1% | $9,244-95.4% | $10,886-96.1% |