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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 | $43,313 | $212,777-79.6% | $173,703-75.1% | $198,609-78.2% |
| Participation rate | 90.9% | 81.1%+9.9pp | 75.9%+15.0pp | 82.4%+8.5pp |
| Annual return | 11.26% | 18.82%-7.6pp | 17.46%-6.2pp | 202.70%-191.4pp |
| Employer contribution / active EE | $4,091 | $5,214-21.5% | $4,288-4.6% | $5,055-19.1% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,567 | $19,536-86.9% | $15,562-83.5% | $19,030-86.5% |