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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 | $157,531 | $202,389-22.2% | $198,173-20.5% | $248,183-36.5% |
| Participation rate | 100.0% | 48.7%+51.3pp | 42.0%+58.0pp | 45.9%+54.1pp |
| Annual return | 10.73% | 9.90%+0.8pp | 10.16%+0.6pp | 10.21%+0.5pp |
| Employer contribution / active EE | $30,790 | $36,071-14.6% | $33,192-7.2% | $42,272-27.2% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $1,677 | $7,397-77.3% | $7,531-77.7% | $13,518-87.6% |