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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 | $132,505 | $150,398-11.9% | $162,072-18.2% | $254,173-47.9% |
| Participation rate | 100.0% | 42.3%+57.7pp | 33.1%+66.9pp | 43.0%+57.0pp |
| Annual return | 9.24% | 7.88%+1.4pp | 8.01%+1.2pp | 259.17%-249.9pp |
| Employer contribution / active EE | $24,690 | $36,826-33.0% | $29,476-16.2% | $41,471-40.5% |
| Participant deferral / active EE | $0 | $818-100.0% | $735-100.0% | $153-100.0% |
| Admin fee / account holder | $807 | $223+262.4% | $630+28.0% | $21,502-96.2% |