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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).
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 | $6,926 | $81,358-91.5% | $155,556-95.5% | $80,959-91.4% |
| Participation rate | 97.8% | 66.3%+31.5pp | 78.2%+19.6pp | 67.7%+30.1pp |
| Annual return | 12.28% | 33.39%-21.1pp | 64.84%-52.6pp | 35.67%-23.4pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,594 | $3,455-24.9% | $5,631-53.9% | $4,300-39.7% |
| Admin fee / account holder | $525 | $7,994-93.4% | $15,885-96.7% | $6,925-92.4% |