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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 | $50,382 | $254,759-80.2% | $216,567-76.7% | $198,609-74.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 16.72% | 10.04%+6.7pp | 12.94%+3.8pp | 202.70%-186.0pp |
| Employer contribution / active EE | $4,673 | $6,096-23.3% | $5,216-10.4% | $5,055-7.6% |
| Participant deferral / active EE | $1,845 | $6,948-73.4% | $6,191-70.2% | $6,977-73.6% |
| Admin fee / account holder | $1,269 | $26,311-95.2% | $21,981-94.2% | $19,030-93.3% |