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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 | $199,027 | $202,389-1.7% | $198,173+0.4% | $248,183-19.8% |
| Participation rate | 100.0% | 48.7%+51.3pp | 42.0%+58.0pp | 45.9%+54.1pp |
| Annual return | 8.40% | 9.90%-1.5pp | 10.16%-1.8pp | 10.21%-1.8pp |
| Employer contribution / active EE | $15,000 | $36,071-58.4% | $33,192-54.8% | $42,272-64.5% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $1,443 | $7,397-80.5% | $7,531-80.8% | $13,518-89.3% |