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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 | $10,015 | $171,867-94.2% | $149,721-93.3% | $147,586-93.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.74% | 2113.36%-2100.6pp | 1501.67%-1488.9pp | 578.59%-565.9pp |
| Employer contribution / active EE | $2,976 | $6,275-52.6% | $5,444-45.3% | $4,876-39.0% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,650 | $13,799-44.6% | $11,282-32.2% | $10,886-29.7% |