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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 | $6,435 | $59,448-89.2% | $93,696-93.1% | $74,459-91.4% |
| Participation rate | 92.4% | 59.6%+32.7pp | 68.7%+23.6pp | 67.2%+25.1pp |
| Annual return | 26.38% | 82.11%-55.7pp | 133.74%-107.4pp | 1369.70%-1343.3pp |
| Employer contribution / active EE | $777 | $1,266-38.6% | $2,422-67.9% | $2,626-70.4% |
| Participant deferral / active EE | $1,311 | $3,052-57.0% | $4,417-70.3% | $4,350-69.9% |
| Admin fee / account holder | $390 | $3,027-87.1% | $8,287-95.3% | $1,945-79.9% |