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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 | $9,666 | $63,346-84.7% | $92,240-89.5% | $70,126-86.2% |
| Participation rate | 95.6% | 68.7%+26.9pp | 76.5%+19.1pp | 69.5%+26.0pp |
| Annual return | 21.47% | 530.19%-508.7pp | 176.29%-154.8pp | 73.15%-51.7pp |
| Employer contribution / active EE | $2,245 | $2,471-9.2% | $3,680-39.0% | $2,343-4.2% |
| Participant deferral / active EE | $789 | $2,854-72.3% | $3,897-79.7% | $3,332-76.3% |
| Admin fee / account holder | $686 | $3,841-82.1% | $5,194-86.8% | $4,645-85.2% |