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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 | $3,860 | $61,815-93.8% | $97,295-96.0% | $80,959-95.2% |
| Participation rate | 77.8% | 63.5%+14.3pp | 72.7%+5.1pp | 67.7%+10.1pp |
| Annual return | 12.99% | -558.73%+571.7pp | 75.62%-62.6pp | 35.67%-22.7pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,938 | $3,027-36.0% | $4,264-54.6% | $4,300-54.9% |
| Admin fee / account holder | $337 | $5,166-93.5% | $5,646-94.0% | $6,925-95.1% |