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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 | $5,096 | $102,393-95.0% | $147,041-96.5% | $80,911-93.7% |
| Participation rate | 73.2% | 75.9%-2.7pp | 82.2%-9.0pp | 67.6%+5.5pp |
| Annual return | 14.06% | 134.95%-120.9pp | 419.21%-405.2pp | 35.63%-21.6pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,218 | $6,647-81.7% | $8,071-84.9% | $4,297-71.7% |
| Admin fee / account holder | $593 | $7,943-92.5% | $13,006-95.4% | $6,935-91.5% |