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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 | $2,865 | $185,856-98.5% | $170,028-98.3% | $139,456-97.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 28.78% | 60.52%-31.7pp | 53.39%-24.6pp | 373.45%-344.7pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,789 | $11,623-76.0% | $10,409-73.2% | $6,711-58.4% |
| Admin fee / account holder | $381 | $15,387-97.5% | $12,820-97.0% | $11,407-96.7% |