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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 | $5,608 | $65,361-91.4% | $92,903-94.0% | $72,983-92.3% |
| Participation rate | 84.1% | 68.3%+15.8pp | 76.0%+8.1pp | 69.5%+14.6pp |
| Annual return | 21.20% | 42.11%-20.9pp | 109.43%-88.2pp | 81.01%-59.8pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $947 | $3,128-69.7% | $4,238-77.6% | $3,608-73.7% |
| Admin fee / account holder | $570 | $4,251-86.6% | $5,795-90.2% | $5,124-88.9% |