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Employer 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 | $21,738 | $102,393-78.8% | $147,041-85.2% | $80,911-73.1% |
| Participation rate | 80.0% | 75.9%+4.1pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 23.36% | 134.95%-111.6pp | 419.21%-395.9pp | 35.63%-12.3pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,156 | $6,647-7.4% | $8,071-23.7% | $4,297+43.2% |
| Admin fee / account holder | $3,206 | $7,943-59.6% | $13,006-75.4% | $6,935-53.8% |