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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 | $9,703 | $150,447-93.6% | $136,298-92.9% | $147,586-93.4% |
| Participation rate | 82.4% | 84.4%-2.1pp | 81.9%+0.4pp | 82.8%-0.5pp |
| Annual return | 17.44% | 1049.15%-1031.7pp | 5156.27%-5138.8pp | 578.59%-561.2pp |
| Employer contribution / active EE | $2,686 | $5,256-48.9% | $4,696-42.8% | $4,876-44.9% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,002 | $10,906-81.6% | $9,244-78.3% | $10,886-81.6% |