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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 | $46,114 | $254,759-81.9% | $216,567-78.7% | $198,609-76.8% |
| Participation rate | 93.3% | 84.5%+8.8pp | 81.6%+11.7pp | 82.4%+11.0pp |
| Annual return | 11.80% | 10.04%+1.8pp | 12.94%-1.1pp | 202.70%-190.9pp |
| Employer contribution / active EE | $7,715 | $6,096+26.5% | $5,216+47.9% | $5,055+52.6% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $539 | $26,311-98.0% | $21,981-97.5% | $19,030-97.2% |