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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 | $1,982 | $111,535-98.2% | $105,223-98.1% | $137,256-98.6% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.8pp | 80.0%+8.9pp |
| Annual return | 222.20% | 237.85%-15.7pp | 180.65%+41.5pp | 220.34%+1.9pp |
| Employer contribution / active EE | $607 | $3,939-84.6% | $3,689-83.5% | $4,156-85.4% |
| Participant deferral / active EE | $917 | $5,500-83.3% | $5,072-81.9% | $6,407-85.7% |
| Admin fee / account holder | $395 | $9,721-95.9% | $8,859-95.5% | $12,270-96.8% |