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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 | $5,810 | $95,453-93.9% | $112,040-94.8% | $82,448-93.0% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.5%+3.5pp | 68.1%+11.9pp |
| Annual return | 19.83% | 23.92%-4.1pp | 24.52%-4.7pp | 41.64%-21.8pp |
| Employer contribution / active EE | $1,037 | $2,318-55.3% | $2,954-64.9% | $2,551-59.4% |
| Participant deferral / active EE | $1,847 | $4,224-56.3% | $5,098-63.8% | $4,139-55.4% |
| Admin fee / account holder | $720 | $9,013-92.0% | $12,098-94.1% | $7,234-90.1% |