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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 | $27,531 | $223,823-87.7% | $211,142-87.0% | $154,746-82.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 416.66% | 50.39%+366.3pp | 46.84%+369.8pp | 172.34%+244.3pp |
| Employer contribution / active EE | $2,065 | $6,787-69.6% | $6,442-67.9% | $4,379-52.8% |
| Participant deferral / active EE | $2,924 | $9,750-70.0% | $9,284-68.5% | $6,730-56.6% |
| Admin fee / account holder | $112,050 | $19,707+468.6% | $19,076+487.4% | $14,365+680.0% |