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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 | $6,268 | $63,342-90.1% | $92,236-93.2% | $70,131-91.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.86% | 530.15%-513.3pp | 176.29%-159.4pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,129 | $2,471-54.3% | $3,679-69.3% | $2,342-51.8% |
| Participant deferral / active EE | $860 | $2,854-69.9% | $3,897-77.9% | $3,332-74.2% |
| Admin fee / account holder | $602 | $3,840-84.3% | $5,194-88.4% | $4,645-87.0% |