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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 | $102,084 | $202,986-49.7% | $202,986-49.7% | $237,064-56.9% |
| Participation rate | 100.0% | 41.2%+58.8pp | 26.9%+73.1pp | 45.6%+54.4pp |
| Annual return | 3.27% | 2.00%+1.3pp | 2.04%+1.2pp | 4.16%-0.9pp |
| Employer contribution / active EE | $25,000 | $70,498-64.5% | $57,418-56.5% | $42,918-41.7% |
| Participant deferral / active EE | $0 | $84-100.0% | $123-100.0% | $128-100.0% |
| Admin fee / account holder | $1,766 | $255,353-99.3% | $255,353-99.3% | $21,465-91.8% |