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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 | $4,016 | $58,275-93.1% | $81,844-95.1% | $80,935-95.0% |
| Participation rate | 87.3% | 63.5%+23.9pp | 72.4%+14.9pp | 67.7%+19.7pp |
| Annual return | 10.94% | 41.82%-30.9pp | 778.87%-767.9pp | 35.66%-24.7pp |
| Employer contribution / active EE | $213 | $2,346-90.9% | $2,916-92.7% | $2,757-92.3% |
| Participant deferral / active EE | $1,474 | $3,285-55.1% | $4,323-65.9% | $4,299-65.7% |
| Admin fee / account holder | $620 | $4,749-86.9% | $7,355-91.6% | $6,924-91.0% |