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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 | $25,530 | $88,186-71.1% | $165,071-84.5% | $74,459-65.7% |
| Participation rate | 97.7% | 73.1%+24.6pp | 78.6%+19.1pp | 67.2%+30.5pp |
| Annual return | 148.04% | 17.13%+130.9pp | 70.17%+77.9pp | 1369.70%-1221.7pp |
| Employer contribution / active EE | $2,471 | $2,600-5.0% | $4,347-43.2% | $2,626-5.9% |
| Participant deferral / active EE | $2,199 | $4,505-51.2% | $6,035-63.6% | $4,350-49.4% |
| Admin fee / account holder | $2,978 | $2,234+33.3% | $12,695-76.5% | $1,945+53.1% |