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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 | $9,479 | $85,766-88.9% | $136,298-93.0% | $70,126-86.5% |
| Participation rate | 75.9% | 74.2%+1.7pp | 81.9%-6.1pp | 69.5%+6.3pp |
| Annual return | 27.58% | 31.46%-3.9pp | 5156.27%-5128.7pp | 73.15%-45.6pp |
| Employer contribution / active EE | $2,110 | $2,966-28.8% | $4,696-55.1% | $2,343-9.9% |
| Participant deferral / active EE | $1,342 | $5,051-73.4% | $6,247-78.5% | $3,332-59.7% |
| Admin fee / account holder | $849 | $5,421-84.3% | $9,244-90.8% | $4,645-81.7% |