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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 | $3,224 | $172,111-98.1% | $150,298-97.9% | $137,256-97.7% |
| Participation rate | 93.3% | 81.7%+11.6pp | 77.8%+15.6pp | 80.0%+13.4pp |
| Annual return | 33.66% | 69.37%-35.7pp | 62.79%-29.1pp | 220.34%-186.7pp |
| Employer contribution / active EE | $825 | $4,636-82.2% | $4,154-80.1% | $4,156-80.1% |
| Participant deferral / active EE | $1,438 | $6,166-76.7% | $5,453-73.6% | $6,407-77.6% |
| Admin fee / account holder | $426 | $16,471-97.4% | $14,116-97.0% | $12,270-96.5% |