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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 | $19,428 | $66,319-70.7% | $93,614-79.2% | $65,185-70.2% |
| Participation rate | 74.8% | 74.0%+0.8pp | 75.8%-1.1pp | 70.2%+4.6pp |
| Annual return | 19.06% | 42.59%-23.5pp | 32.76%-13.7pp | 29.38%-10.3pp |
| Employer contribution / active EE | $172 | $2,013-91.5% | $2,718-93.7% | $2,177-92.1% |
| Participant deferral / active EE | $1,716 | $3,343-48.7% | $4,069-57.8% | $3,514-51.2% |
| Admin fee / account holder | $379 | $6,900-94.5% | $7,889-95.2% | $847-55.3% |