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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 | $51,044 | $262,251-80.5% | $250,986-79.7% | $287,034-82.2% |
| Participation rate | 100.0% | 61.9%+38.1pp | 50.6%+49.4pp | 55.9%+44.1pp |
| Annual return | 15.53% | 34.49%-19.0pp | 32.33%-16.8pp | 24.44%-8.9pp |
| Employer contribution / active EE | $9,247 | $35,997-74.3% | $33,956-72.8% | $41,344-77.6% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $301 | $10,641-97.2% | $10,141-97.0% | $22,013-98.6% |