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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 | $23,563 | $89,652-73.7% | $141,197-83.3% | $65,186-63.9% |
| Participation rate | 94.2% | 74.7%+19.5pp | 82.5%+11.7pp | 70.2%+24.0pp |
| Annual return | 160.76% | 32.79%+128.0pp | 71.41%+89.4pp | 29.39%+131.4pp |
| Employer contribution / active EE | $3 | $3,065-99.9% | $4,736-99.9% | $2,177-99.9% |
| Participant deferral / active EE | $6,917 | $5,691+21.5% | $6,710+3.1% | $3,514+96.8% |
| Admin fee / account holder | $2,198 | $569+286.5% | $10,265-78.6% | $847+159.4% |