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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 | $3,501 | $63,845-94.5% | $81,370-95.7% | $80,959-95.7% |
| Participation rate | 82.9% | 63.9%+19.0pp | 69.5%+13.3pp | 67.7%+15.2pp |
| Annual return | 13.29% | 16.37%-3.1pp | 24.85%-11.6pp | 35.67%-22.4pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,740 | $3,093-43.7% | $3,885-55.2% | $4,300-59.5% |
| Admin fee / account holder | $770 | $5,688-86.5% | $5,749-86.6% | $6,925-88.9% |