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Participant 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,722 | $106,749-95.6% | $145,433-96.8% | $82,448-94.3% |
| Participation rate | 98.4% | 75.6%+22.7pp | 82.1%+16.2pp | 68.1%+30.3pp |
| Annual return | 20.91% | 27.59%-6.7pp | 66.58%-45.7pp | 41.64%-20.7pp |
| Employer contribution / active EE | $1,316 | $3,444-61.8% | $4,554-71.1% | $2,551-48.4% |
| Participant deferral / active EE | $1,911 | $6,519-70.7% | $7,897-75.8% | $4,139-53.8% |
| Admin fee / account holder | $398 | $8,390-95.3% | $13,129-97.0% | $7,234-94.5% |