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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 | $9,582 | $83,485-88.5% | $125,195-92.3% | $72,976-86.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 30.99% | 25.77%+5.2pp | 43.79%-12.8pp | 81.02%-50.0pp |
| Employer contribution / active EE | $7,012 | $2,346+198.9% | $3,866+81.4% | $2,440+187.4% |
| Participant deferral / active EE | $593 | $3,586-83.5% | $4,937-88.0% | $3,608-83.6% |
| Admin fee / account holder | $802 | $5,518-85.5% | $9,704-91.7% | $5,124-84.4% |