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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 | $16,074 | $78,423-79.5% | $95,964-83.2% | $79,856-79.9% |
| Participation rate | 71.3% | 73.5%-2.2pp | 77.1%-5.8pp | 69.6%+1.6pp |
| Annual return | 17.49% | 19.37%-1.9pp | 91.64%-74.2pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,049 | $1,945-46.1% | $2,541-58.7% | $2,471-57.6% |
| Participant deferral / active EE | $844 | $3,440-75.5% | $4,167-79.8% | $3,741-77.4% |
| Admin fee / account holder | $980 | $5,622-82.6% | $6,797-85.6% | $5,306-81.5% |