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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 | $181,027 | $288,797-37.3% | $239,577-24.4% | $382,429-52.7% |
| Participation rate | 100.0% | 85.8%+14.2pp | 82.1%+17.9pp | 87.7%+12.3pp |
| Annual return | 14.25% | -3.30%+17.5pp | -0.70%+15.0pp | 248.85%-234.6pp |
| Employer contribution / active EE | $15,700 | $8,558+83.5% | $7,232+117.1% | $8,036+95.4% |
| Participant deferral / active EE | $8,287 | $6,420+29.1% | $5,676+46.0% | $5,727+44.7% |
| Admin fee / account holder | $2,228 | $18,649-88.1% | $19,315-88.5% | $30,732-92.8% |