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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 | $12,769 | $88,186-85.5% | $165,071-92.3% | $74,459-82.9% |
| Participation rate | 84.1% | 73.1%+11.0pp | 78.6%+5.5pp | 67.2%+16.9pp |
| Annual return | 49.78% | 17.13%+32.7pp | 70.17%-20.4pp | 1369.70%-1319.9pp |
| Employer contribution / active EE | $1,205 | $2,600-53.7% | $4,347-72.3% | $2,626-54.1% |
| Participant deferral / active EE | $2,131 | $4,505-52.7% | $6,035-64.7% | $4,350-51.0% |
| Admin fee / account holder | $519 | $2,234-76.8% | $12,695-95.9% | $1,945-73.3% |