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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 | $11,266 | $160,059-93.0% | $140,019-92.0% | $135,380-91.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.50% | 911.48%-920.0pp | 651.17%-659.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $3,624 | $6,420-43.5% | $5,605-35.3% | $4,779-24.2% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $570 | $13,328-95.7% | $10,705-94.7% | $10,828-94.7% |