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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 | $40,862 | $122,131-66.5% | $625,211-93.5% | $122,131-66.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.5%+31.5pp | 75.1%+24.9pp |
| Annual return | 18.04% | 16.17%+1.9pp | -4.48%+22.5pp | 16.17%+1.9pp |
| Employer contribution / active EE | $5,849 | $3,608+62.1% | $5,469+7.0% | $3,608+62.1% |
| Participant deferral / active EE | $0 | $3,892-100.0% | $3,285-100.0% | $3,892-100.0% |
| Admin fee / account holder | $1,330 | $11,586-88.5% | $15,496-91.4% | $11,586-88.5% |