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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 | $5,201 | $102,422-94.9% | $147,117-96.5% | $80,959-93.6% |
| Participation rate | 76.5% | 75.9%+0.6pp | 82.2%-5.7pp | 67.7%+8.8pp |
| Annual return | 14.41% | 135.16%-120.7pp | 420.54%-406.1pp | 35.67%-21.3pp |
| Employer contribution / active EE | $910 | $3,717-75.5% | $4,932-81.6% | $2,757-67.0% |
| Participant deferral / active EE | $1,519 | $6,652-77.2% | $8,065-81.2% | $4,300-64.7% |
| Admin fee / account holder | $425 | $7,953-94.7% | $12,993-96.7% | $6,925-93.9% |