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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 | $101,539-71.7% | $147,041-80.4% | $74,400-61.3% |
| Participation rate | 74.4% | 75.5%-1.1pp | 82.2%-7.8pp | 67.2%+7.2pp |
| Annual return | 13.33% | 8740.84%-8727.5pp | 419.21%-405.9pp | 1367.51%-1354.2pp |
| Employer contribution / active EE | $1,564 | $3,811-58.9% | $4,935-68.3% | $2,624-40.4% |
| Participant deferral / active EE | $2,596 | $7,304-64.5% | $8,071-67.8% | $4,348-40.3% |
| Admin fee / account holder | $2,561 | $1,749+46.4% | $13,006-80.3% | $1,944+31.8% |