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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $45,983 | $538,095-91.5% | $477,111-90.4% | $382,429-88.0% |
| Participation rate | 90.0% | 90.5%-0.5pp | 88.9%+1.1pp | 87.7%+2.3pp |
| Annual return | 18.08% | 104.06%-86.0pp | 101.90%-83.8pp | 248.85%-230.8pp |
| Employer contribution / active EE | $0 | $9,361-100.0% | $8,708-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $3,772 | $7,856-52.0% | $7,539-50.0% | $5,727-34.1% |
| Admin fee / account holder | $5,098 | $48,739-89.5% | $42,132-87.9% | $30,732-83.4% |