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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 | $237,848 | $288,797-17.6% | $239,577-0.7% | $382,429-37.8% |
| Participation rate | 100.0% | 85.8%+14.2pp | 82.1%+17.9pp | 87.7%+12.3pp |
| Annual return | 14.91% | -3.30%+18.2pp | -0.70%+15.6pp | 248.85%-233.9pp |
| Employer contribution / active EE | $8,846 | $8,558+3.4% | $7,232+22.3% | $8,036+10.1% |
| Participant deferral / active EE | $4,604 | $6,420-28.3% | $5,676-18.9% | $5,727-19.6% |
| Admin fee / account holder | $1,641 | $18,649-91.2% | $19,315-91.5% | $30,732-94.7% |