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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 | $4,060 | $88,203-95.4% | $165,100-97.5% | $74,478-94.5% |
| Participation rate | 82.6% | 73.1%+9.5pp | 78.6%+4.0pp | 67.2%+15.4pp |
| Annual return | 18.14% | 17.13%+1.0pp | 70.21%-52.1pp | 1370.56%-1352.4pp |
| Employer contribution / active EE | $0 | $2,601-100.0% | $4,348-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,710 | $4,505-62.0% | $6,035-71.7% | $4,350-60.7% |
| Admin fee / account holder | $343 | $2,235-84.7% | $12,696-97.3% | $1,946-82.4% |