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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 | $12,390 | $80,753-84.7% | $136,298-90.9% | $62,293-80.1% |
| Participation rate | 98.1% | 73.5%+24.5pp | 81.9%+16.1pp | 69.5%+28.5pp |
| Annual return | 30.29% | 35.83%-5.5pp | 5156.27%-5126.0pp | 28.90%+1.4pp |
| Employer contribution / active EE | $2,122 | $2,884-26.4% | $4,696-54.8% | $2,042+3.9% |
| Participant deferral / active EE | $2,224 | $5,164-56.9% | $6,247-64.4% | $3,169-29.8% |
| Admin fee / account holder | $1,353 | $525+157.5% | $9,244-85.4% | $479+182.3% |