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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 | $19,403 | $66,319-70.7% | $93,621-79.3% | $65,186-70.2% |
| Participation rate | 90.1% | 74.0%+16.1pp | 75.8%+14.3pp | 70.2%+19.9pp |
| Annual return | 18.45% | 42.59%-24.1pp | 32.76%-14.3pp | 29.39%-10.9pp |
| Employer contribution / active EE | $826 | $2,013-59.0% | $2,719-69.6% | $2,177-62.1% |
| Participant deferral / active EE | $805 | $3,343-75.9% | $4,070-80.2% | $3,514-77.1% |
| Admin fee / account holder | $2,754 | $6,900-60.1% | $7,890-65.1% | $847+225.1% |