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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 | $21,647 | $254,759-91.5% | $216,567-90.0% | $198,609-89.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 12.02% | 10.04%+2.0pp | 12.94%-0.9pp | 202.70%-190.7pp |
| Employer contribution / active EE | $2,563 | $6,096-58.0% | $5,216-50.9% | $5,055-49.3% |
| Participant deferral / active EE | $2,427 | $6,948-65.1% | $6,191-60.8% | $6,977-65.2% |
| Admin fee / account holder | $915 | $26,311-96.5% | $21,981-95.8% | $19,030-95.2% |