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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 | $146,267-90.5% | $197,124-92.9% | $82,448-83.1% |
| Participation rate | 90.8% | 84.0%+6.8pp | 86.7%+4.1pp | 68.1%+22.7pp |
| Annual return | 17.57% | 29.61%-12.0pp | 44.34%-26.8pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,404 | $4,723-70.3% | $6,227-77.5% | $2,551-45.0% |
| Participant deferral / active EE | $3,235 | $7,035-54.0% | $9,135-64.6% | $4,139-21.8% |
| Admin fee / account holder | $1,063 | $14,422-92.6% | $16,298-93.5% | $7,234-85.3% |