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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 | $187,615 | $216,853-13.5% | $192,072-2.3% | $461,066-59.3% |
| Participation rate | 100.0% | 88.6%+11.4pp | 86.4%+13.6pp | 87.7%+12.3pp |
| Annual return | 14.97% | -0.83%+15.8pp | -0.38%+15.3pp | 484.84%-469.9pp |
| Employer contribution / active EE | $0 | $8,611-100.0% | $7,585-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $1,512 | $4,842-68.8% | $4,904-69.2% | $6,032-74.9% |
| Admin fee / account holder | $47,526 | $11,707+306.0% | $10,448+354.9% | $28,147+68.8% |