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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 | $6,599 | $86,949-92.4% | $102,460-93.6% | $80,959-91.8% |
| Participation rate | 87.1% | 72.4%+14.8pp | 76.5%+10.6pp | 67.7%+19.5pp |
| Annual return | 15.79% | 18.89%-3.1pp | 29.47%-13.7pp | 35.67%-19.9pp |
| Employer contribution / active EE | $981 | $2,370-58.6% | $3,025-67.6% | $2,757-64.4% |
| Participant deferral / active EE | $1,809 | $4,121-56.1% | $5,056-64.2% | $4,300-57.9% |
| Admin fee / account holder | $407 | $8,048-94.9% | $9,460-95.7% | $6,925-94.1% |