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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 | $102,697 | $288,797-64.4% | $239,577-57.1% | $382,429-73.1% |
| Participation rate | 83.3% | 85.8%-2.5pp | 82.1%+1.2pp | 87.7%-4.4pp |
| Annual return | 15.29% | -3.30%+18.6pp | -0.70%+16.0pp | 248.85%-233.6pp |
| Employer contribution / active EE | $21,063 | $8,558+146.1% | $7,232+191.3% | $8,036+162.1% |
| Participant deferral / active EE | $1,306 | $6,420-79.7% | $5,676-77.0% | $5,727-77.2% |
| Admin fee / account holder | $30,844 | $18,649+65.4% | $19,315+59.7% | $30,732+0.4% |