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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 | $2,757 | $125,190-97.8% | $105,624-97.4% | $145,897-98.1% |
| Participation rate | 93.3% | 77.6%+15.7pp | 75.3%+18.1pp | 80.3%+13.0pp |
| Annual return | 117.87% | 225.22%-107.3pp | 116.20%+1.7pp | 552.29%-434.4pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,287 | $5,716-77.5% | $5,013-74.3% | $6,689-80.8% |
| Admin fee / account holder | $470 | $17,138-97.3% | $10,961-95.7% | $13,390-96.5% |