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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 | $5,501 | $76,551-92.8% | $123,894-95.6% | $62,881-91.3% |
| Participation rate | 86.5% | 73.0%+13.5pp | 81.4%+5.1pp | 69.3%+17.2pp |
| Annual return | 47.99% | 18.68%+29.3pp | 47.52%+0.5pp | 20.14%+27.8pp |
| Employer contribution / active EE | $3,996 | $2,882+38.6% | $4,617-13.4% | $2,281+75.2% |
| Participant deferral / active EE | $757 | $4,840-84.4% | $5,984-87.4% | $3,203-76.4% |
| Admin fee / account holder | $996 | $4,826-79.4% | $8,357-88.1% | $4,296-76.8% |