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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 | $15,497 | $160,070-90.3% | $147,117-89.5% | $145,897-89.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.19% | 98.69%-85.5pp | 420.54%-407.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $3,757 | $5,285-28.9% | $4,932-23.8% | $4,663-19.4% |
| Participant deferral / active EE | $1,740 | $8,419-79.3% | $8,065-78.4% | $6,689-74.0% |
| Admin fee / account holder | $1,091 | $15,035-92.7% | $12,993-91.6% | $13,390-91.9% |