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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 | $11,201 | $109,359-89.8% | $162,177-93.1% | $72,975-84.7% |
| Participation rate | 96.7% | 84.3%+12.4pp | 87.6%+9.2pp | 69.5%+27.2pp |
| Annual return | 61.83% | 25.46%+36.4pp | 115.60%-53.8pp | 81.01%-19.2pp |
| Employer contribution / active EE | $1,477 | $3,907-62.2% | $5,613-73.7% | $2,440-39.5% |
| Participant deferral / active EE | $2,298 | $5,481-58.1% | $7,297-68.5% | $3,608-36.3% |
| Admin fee / account holder | $311 | $7,972-96.1% | $10,843-97.1% | $5,124-93.9% |