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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 | $6,510 | $55,002-88.2% | $59,899-89.1% | $56,289-88.4% |
| Participation rate | 89.0% | 75.9%+13.1pp | 74.7%+14.3pp | 69.9%+19.1pp |
| Annual return | 0.43% | 1.13%-0.7pp | 3.46%-3.0pp | -9.96%+10.4pp |
| Employer contribution / active EE | $929 | $2,448-62.1% | $2,723-65.9% | $2,111-56.0% |
| Participant deferral / active EE | $895 | $3,121-71.3% | $3,402-73.7% | $3,350-73.3% |
| Admin fee / account holder | $356 | $236+51.0% | $3,592-90.1% | $521-31.7% |