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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 | $10,114 | $106,864-90.5% | $147,318-93.1% | $82,637-87.8% |
| Participation rate | 92.4% | 75.5%+16.9pp | 82.1%+10.3pp | 68.1%+24.4pp |
| Annual return | 15.39% | 27.49%-12.1pp | 70.43%-55.0pp | 53.51%-38.1pp |
| Employer contribution / active EE | $884 | $3,417-74.1% | $4,593-80.8% | $2,552-65.4% |
| Participant deferral / active EE | $1,696 | $6,496-73.9% | $7,906-78.5% | $4,126-58.9% |
| Admin fee / account holder | $1,054 | $8,415-87.5% | $13,708-92.3% | $7,339-85.6% |