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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 | $6,295 | $78,423-92.0% | $95,964-93.4% | $79,856-92.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 18.86% | 19.37%-0.5pp | 91.64%-72.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $666 | $1,945-65.8% | $2,541-73.8% | $2,471-73.1% |
| Participant deferral / active EE | $1,004 | $3,440-70.8% | $4,167-75.9% | $3,741-73.2% |
| Admin fee / account holder | $428 | $5,622-92.4% | $6,797-93.7% | $5,306-91.9% |