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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 | $93,623 | $202,389-53.7% | $198,173-52.8% | $248,183-62.3% |
| Participation rate | 100.0% | 48.7%+51.3pp | 42.0%+58.0pp | 45.9%+54.1pp |
| Annual return | 15.68% | 9.90%+5.8pp | 10.16%+5.5pp | 10.21%+5.5pp |
| Employer contribution / active EE | $27,709 | $36,071-23.2% | $33,192-16.5% | $42,272-34.5% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $14,869 | $7,397+101.0% | $7,531+97.4% | $13,518+10.0% |