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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 | $88,137-71.0% | $164,975-84.5% | $74,429-65.7% |
| Participation rate | 97.7% | 73.1%+24.6pp | 78.6%+19.1pp | 67.2%+30.5pp |
| Annual return | 148.04% | 17.13%+130.9pp | 70.12%+77.9pp | 1368.38%-1220.3pp |
| Employer contribution / active EE | $2,471 | $2,597-4.9% | $4,343-43.1% | $2,625-5.9% |
| Participant deferral / active EE | $2,199 | $4,501-51.1% | $6,033-63.5% | $4,348-49.4% |
| Admin fee / account holder | $2,978 | $2,231+33.5% | $12,688-76.5% | $1,944+53.2% |