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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 | $10,050 | $115,780-91.3% | $101,255-90.1% | $158,931-93.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.93% | 56.14%-42.2pp | 46.48%-32.5pp | 302.86%-288.9pp |
| Employer contribution / active EE | $9,473 | $4,175+126.9% | $3,660+158.9% | $4,761+99.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $661 | $7,246-90.9% | $5,946-88.9% | $11,247-94.1% |