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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 | $4,915 | $106,164-95.4% | $147,041-96.7% | $77,692-93.7% |
| Participation rate | 73.4% | 78.4%-5.0pp | 82.2%-8.8pp | 70.6%+2.8pp |
| Annual return | 55.11% | 56.81%-1.7pp | 419.21%-364.1pp | 31.25%+23.9pp |
| Employer contribution / active EE | $0 | $4,066-100.0% | $4,935-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,234 | $7,993-59.5% | $8,071-59.9% | $4,648-30.4% |
| Admin fee / account holder | $1,519 | $338+349.4% | $13,006-88.3% | $431+252.8% |