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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 | $8,162 | $76,669-89.4% | $96,520-91.5% | $71,495-88.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 26.73% | 48.29%-21.6pp | 35.72%-9.0pp | 28.85%-2.1pp |
| Employer contribution / active EE | $5,840 | $3,031+92.7% | $3,739+56.2% | $2,589+125.5% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,879-100.0% | $4,291-100.0% |
| Admin fee / account holder | $620 | $2,028-69.4% | $6,733-90.8% | $1,588-60.9% |