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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 | $6,030 | $69,977-91.4% | $108,582-94.4% | $62,881-90.4% |
| Participation rate | 98.2% | 72.9%+25.3pp | 79.6%+18.7pp | 69.3%+28.9pp |
| Annual return | 5.22% | 10.73%-5.5pp | -51.70%+56.9pp | 20.14%-14.9pp |
| Employer contribution / active EE | $443 | $2,135-79.3% | $3,758-88.2% | $2,281-80.6% |
| Participant deferral / active EE | $2,093 | $3,165-33.8% | $4,311-51.4% | $3,203-34.6% |
| Admin fee / account holder | $867 | $5,076-82.9% | $7,645-88.7% | $4,296-79.8% |