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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 | $12,945 | $138,076-90.6% | $123,553-89.5% | $135,380-90.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 31.35% | 153.70%-122.3pp | 119.21%-87.9pp | 519.81%-488.5pp |
| Employer contribution / active EE | $2,721 | $5,152-47.2% | $4,628-41.2% | $4,779-43.1% |
| Participant deferral / active EE | $1,378 | $6,800-79.7% | $6,426-78.6% | $5,609-75.4% |
| Admin fee / account holder | $2,360 | $10,917-78.4% | $9,284-74.6% | $10,828-78.2% |