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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 | $4,815 | $58,258-91.7% | $81,820-94.1% | $80,925-94.1% |
| Participation rate | 73.8% | 63.5%+10.3pp | 72.4%+1.4pp | 67.7%+6.1pp |
| Annual return | 12.44% | 41.76%-29.3pp | 777.93%-765.5pp | 35.65%-23.2pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,781 | $3,284-45.8% | $4,323-58.8% | $4,299-58.6% |
| Admin fee / account holder | $547 | $4,976-89.0% | $7,391-92.6% | $6,940-92.1% |