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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 | $22,440 | $80,763-72.2% | $102,412-78.1% | $74,459-69.9% |
| Participation rate | 92.2% | 65.7%+26.5pp | 74.5%+17.7pp | 67.2%+25.0pp |
| Annual return | 37.58% | 27.57%+10.0pp | 24.94%+12.6pp | 1369.70%-1332.1pp |
| Employer contribution / active EE | $371 | $3,160-88.3% | $3,870-90.4% | $2,626-85.9% |
| Participant deferral / active EE | $2,748 | $3,862-28.8% | $5,060-45.7% | $4,350-36.8% |
| Admin fee / account holder | $457 | $2,371-80.7% | $8,388-94.6% | $1,945-76.5% |