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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 | $2,374 | $172,111-98.6% | $150,298-98.4% | $137,256-98.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 216.99% | 69.37%+147.6pp | 62.79%+154.2pp | 220.34%-3.3pp |
| Employer contribution / active EE | $815 | $4,636-82.4% | $4,154-80.4% | $4,156-80.4% |
| Participant deferral / active EE | $866 | $6,166-86.0% | $5,453-84.1% | $6,407-86.5% |
| Admin fee / account holder | $424 | $16,471-97.4% | $14,116-97.0% | $12,270-96.5% |