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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 | $305,245-66.4% | $258,236-60.2% | $428,746-76.0% |
| Participation rate | 83.3% | 85.7%-2.3pp | 81.9%+1.4pp | 88.2%-4.9pp |
| Annual return | 15.29% | -5.74%+21.0pp | -3.31%+18.6pp | 331.92%-316.6pp |
| Employer contribution / active EE | $21,063 | $9,167+129.8% | $7,891+166.9% | $8,363+151.8% |
| Participant deferral / active EE | $1,306 | $5,791-77.5% | $5,237-75.1% | $5,961-78.1% |
| Admin fee / account holder | $30,844 | $16,482+87.1% | $14,475+113.1% | $31,735-2.8% |