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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 | $37,144 | $167,415-77.8% | $140,514-73.6% | $198,609-81.3% |
| Participation rate | 87.5% | 80.9%+6.6pp | 77.8%+9.7pp | 82.4%+5.1pp |
| Annual return | 10.23% | 13.85%-3.6pp | 14.36%-4.1pp | 202.70%-192.5pp |
| Employer contribution / active EE | $1,875 | $4,088-54.1% | $3,378-44.5% | $5,055-62.9% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $312 | $16,730-98.1% | $13,697-97.7% | $19,030-98.4% |