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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 | $175,390 | $295,923-40.7% | $239,403-26.7% | $382,429-54.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.2%+17.8pp | 87.7%+12.3pp |
| Annual return | 18.93% | 1.75%+17.2pp | 3.34%+15.6pp | 248.85%-229.9pp |
| Employer contribution / active EE | $14,371 | $5,859+145.3% | $4,656+208.7% | $8,036+78.8% |
| Participant deferral / active EE | $4,835 | $4,814+0.4% | $4,239+14.1% | $5,727-15.6% |
| Admin fee / account holder | $3,746 | $26,025-85.6% | $21,121-82.3% | $30,732-87.8% |