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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 | $194,046 | $377,855-48.6% | $375,279-48.3% | $286,788-32.3% |
| Participation rate | 100.0% | 38.5%+61.5pp | 36.7%+63.3pp | 37.6%+62.4pp |
| Annual return | 2.79% | 9.94%-7.1pp | 9.78%-7.0pp | 9.30%-6.5pp |
| Employer contribution / active EE | $63,199 | $49,417+27.9% | $46,882+34.8% | $43,748+44.5% |
| Participant deferral / active EE | $0 | $67-100.0% | $72-100.0% | $83-100.0% |
| Admin fee / account holder | $571 | $4,392-87.0% | $5,665-89.9% | $12,596-95.5% |