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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 | $2,526 | $161,352-98.4% | $134,172-98.1% | $137,256-98.2% |
| Participation rate | 75.0% | 78.3%-3.3pp | 72.5%+2.5pp | 80.0%-5.0pp |
| Annual return | 26.21% | 28.72%-2.5pp | 25.30%+0.9pp | 220.34%-194.1pp |
| Employer contribution / active EE | $702 | $4,099-82.9% | $3,420-79.5% | $4,156-83.1% |
| Participant deferral / active EE | $702 | $5,552-87.4% | $4,690-85.0% | $6,407-89.0% |
| Admin fee / account holder | $674 | $15,028-95.5% | $12,016-94.4% | $12,270-94.5% |