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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 | $3,581 | $172,111-97.9% | $150,298-97.6% | $137,256-97.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.91% | 69.37%-47.5pp | 62.79%-40.9pp | 220.34%-198.4pp |
| Employer contribution / active EE | $617 | $4,636-86.7% | $4,154-85.1% | $4,156-85.2% |
| Participant deferral / active EE | $821 | $6,166-86.7% | $5,453-84.9% | $6,407-87.2% |
| Admin fee / account holder | $324 | $16,471-98.0% | $14,116-97.7% | $12,270-97.4% |