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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 | $5,989 | $99,011-94.0% | $86,582-93.1% | $147,586-95.9% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 17.16% | 1312.75%-1295.6pp | 965.08%-947.9pp | 578.59%-561.4pp |
| Employer contribution / active EE | $1,691 | $3,132-46.0% | $2,839-40.5% | $4,876-65.3% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,348 | $5,709-76.4% | $4,904-72.5% | $10,886-87.6% |