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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 | $22,225 | $167,415-86.7% | $140,514-84.2% | $198,609-88.8% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 18.31% | 13.85%+4.5pp | 14.36%+4.0pp | 202.70%-184.4pp |
| Employer contribution / active EE | $3,302 | $4,088-19.2% | $3,378-2.3% | $5,055-34.7% |
| Participant deferral / active EE | $900 | $5,579-83.9% | $4,919-81.7% | $6,977-87.1% |
| Admin fee / account holder | $1,406 | $16,730-91.6% | $13,697-89.7% | $19,030-92.6% |