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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 | $18,044 | $171,867-89.5% | $149,721-87.9% | $147,586-87.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 29.54% | 2113.36%-2083.8pp | 1501.67%-1472.1pp | 578.59%-549.1pp |
| Employer contribution / active EE | $6,516 | $6,275+3.8% | $5,444+19.7% | $4,876+33.6% |
| Participant deferral / active EE | $1,443 | $7,270-80.2% | $6,568-78.0% | $5,439-73.5% |
| Admin fee / account holder | $428 | $13,799-96.9% | $11,282-96.2% | $10,886-96.1% |