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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 | $7,764 | $80,753-90.4% | $136,297-94.3% | $62,293-87.5% |
| Participation rate | 82.6% | 73.5%+9.1pp | 81.9%+0.7pp | 69.5%+13.1pp |
| Annual return | 36.51% | 35.83%+0.7pp | 5156.16%-5119.6pp | 28.90%+7.6pp |
| Employer contribution / active EE | $1,110 | $2,884-61.5% | $4,696-76.4% | $2,042-45.7% |
| Participant deferral / active EE | $1,975 | $5,164-61.8% | $6,247-68.4% | $3,169-37.7% |
| Admin fee / account holder | $1,330 | $525+153.2% | $9,244-85.6% | $479+177.5% |