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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 | $36,041 | $167,415-78.5% | $140,514-74.4% | $198,609-81.9% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 14.40% | 13.85%+0.5pp | 14.36%0pp | 202.70%-188.3pp |
| Employer contribution / active EE | $1,357 | $4,088-66.8% | $3,378-59.8% | $5,055-73.2% |
| Participant deferral / active EE | $1,617 | $5,579-71.0% | $4,919-67.1% | $6,977-76.8% |
| Admin fee / account holder | $876 | $16,730-94.8% | $13,697-93.6% | $19,030-95.4% |