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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 | $106,230-95.4% | $147,080-96.7% | $77,736-93.7% |
| Participation rate | 73.4% | 78.4%-5.0pp | 82.2%-8.8pp | 70.6%+2.8pp |
| Annual return | 55.11% | 56.91%-1.8pp | 420.17%-365.1pp | 31.26%+23.9pp |
| Employer contribution / active EE | $0 | $4,072-100.0% | $4,933-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $3,234 | $8,001-59.6% | $8,066-59.9% | $4,651-30.5% |
| Admin fee / account holder | $1,519 | $338+348.8% | $12,989-88.3% | $433+250.5% |