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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 | $99,875-89.9% | $146,866-93.1% | $86,983-88.4% |
| Participation rate | 92.4% | 75.8%+16.6pp | 82.5%+9.9pp | 69.5%+22.9pp |
| Annual return | 15.39% | 28.10%-12.7pp | 102.85%-87.5pp | 25.83%-10.4pp |
| Employer contribution / active EE | $884 | $3,224-72.6% | $4,425-80.0% | $2,584-65.8% |
| Participant deferral / active EE | $1,696 | $6,322-73.2% | $7,759-78.1% | $4,194-59.6% |
| Admin fee / account holder | $1,054 | $7,838-86.6% | $13,620-92.3% | $7,856-86.6% |