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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 | $4,653 | $175,257-97.3% | $149,717-96.9% | $139,456-96.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 68.74% | 166.70%-98.0pp | 134.41%-65.7pp | 373.45%-304.7pp |
| Employer contribution / active EE | $1,259 | $5,477-77.0% | $4,820-73.9% | $4,753-73.5% |
| Participant deferral / active EE | $1,613 | $6,521-75.3% | $5,682-71.6% | $6,711-76.0% |
| Admin fee / account holder | $620 | $16,156-96.2% | $13,213-95.3% | $11,407-94.6% |