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Employer 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 | $11,224 | $105,210-89.3% | $159,487-93.0% | $85,851-86.9% |
| Participation rate | 90.1% | 75.8%+14.3pp | 82.8%+7.3pp | 69.3%+20.8pp |
| Annual return | 21.01% | 45.08%-24.1pp | 263.71%-242.7pp | 318.63%-297.6pp |
| Employer contribution / active EE | $334 | $3,319-89.9% | $4,831-93.1% | $2,565-87.0% |
| Participant deferral / active EE | $3,255 | $5,946-45.3% | $7,354-55.7% | $3,952-17.6% |
| Admin fee / account holder | $2,047 | $6,934-70.5% | $10,804-81.0% | $6,261-67.3% |