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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 | $15,851 | $160,070-90.1% | $147,117-89.2% | $145,897-89.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.46% | 98.69%-88.2pp | 420.54%-410.1pp | 552.29%-541.8pp |
| Employer contribution / active EE | $1,341 | $5,285-74.6% | $4,932-72.8% | $4,663-71.2% |
| Participant deferral / active EE | $2,340 | $8,419-72.2% | $8,065-71.0% | $6,689-65.0% |
| Admin fee / account holder | $1,262 | $15,035-91.6% | $12,993-90.3% | $13,390-90.6% |