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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 | $23,189 | $171,867-86.5% | $149,716-84.5% | $147,585-84.3% |
| Participation rate | 79.2% | 88.2%-9.0pp | 87.1%-7.9pp | 82.8%-3.7pp |
| Annual return | 13.15% | 2113.36%-2100.2pp | 1501.67%-1488.5pp | 578.58%-565.4pp |
| Employer contribution / active EE | $1,569 | $6,275-75.0% | $5,444-71.2% | $4,876-67.8% |
| Participant deferral / active EE | $2,358 | $7,270-67.6% | $6,568-64.1% | $5,439-56.6% |
| Admin fee / account holder | $4,656 | $13,799-66.3% | $11,282-58.7% | $10,886-57.2% |