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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 | $22,543 | $202,342-88.9% | $172,753-87.0% | $152,909-85.3% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.5%+10.9pp |
| Annual return | 15.67% | 1029.88%-1014.2pp | 803.00%-787.3pp | 345.46%-329.8pp |
| Employer contribution / active EE | $2,053 | $5,857-65.0% | $5,144-60.1% | $4,764-56.9% |
| Participant deferral / active EE | $346 | $5,948-94.2% | $5,198-93.3% | $5,851-94.1% |
| Admin fee / account holder | $2,588 | $17,112-84.9% | $13,956-81.5% | $11,601-77.7% |