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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 | $6,783 | $99,875-93.2% | $146,866-95.4% | $86,983-92.2% |
| Participation rate | 92.6% | 75.8%+16.7pp | 82.5%+10.0pp | 69.5%+23.0pp |
| Annual return | 23.55% | 28.10%-4.5pp | 102.85%-79.3pp | 25.83%-2.3pp |
| Employer contribution / active EE | $1,263 | $3,224-60.8% | $4,425-71.5% | $2,584-51.1% |
| Participant deferral / active EE | $1,809 | $6,322-71.4% | $7,759-76.7% | $4,194-56.9% |
| Admin fee / account holder | $810 | $7,838-89.7% | $13,620-94.1% | $7,856-89.7% |