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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 | $28,776 | $101,653-71.7% | $147,080-80.4% | $74,459-61.4% |
| Participation rate | 74.4% | 75.6%-1.2pp | 82.2%-7.8pp | 67.2%+7.2pp |
| Annual return | 13.33% | 8754.98%-8741.6pp | 420.17%-406.8pp | 1369.70%-1356.4pp |
| Employer contribution / active EE | $1,564 | $3,813-59.0% | $4,933-68.3% | $2,626-40.4% |
| Participant deferral / active EE | $2,596 | $7,304-64.5% | $8,066-67.8% | $4,350-40.3% |
| Admin fee / account holder | $2,561 | $1,752+46.2% | $12,989-80.3% | $1,945+31.7% |