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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 | $13,953 | $145,431-90.4% | $211,142-93.4% | $87,485-84.1% |
| Participation rate | 90.8% | 84.7%+6.0pp | 87.3%+3.5pp | 68.9%+21.8pp |
| Annual return | 17.57% | 27.21%-9.6pp | 46.84%-29.3pp | 26.06%-8.5pp |
| Employer contribution / active EE | $1,404 | $4,662-69.9% | $6,442-78.2% | $2,596-45.9% |
| Participant deferral / active EE | $3,235 | $6,859-52.8% | $9,284-65.2% | $4,274-24.3% |
| Admin fee / account holder | $1,063 | $17,052-93.8% | $19,076-94.4% | $7,775-86.3% |