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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 | $15,895 | $122,239-87.0% | $184,200-91.4% | $74,546-78.7% |
| Participation rate | 78.8% | 85.5%-6.7pp | 86.8%-8.0pp | 67.2%+11.6pp |
| Annual return | 25.37% | 19.95%+5.4pp | 28.80%-3.4pp | 1366.03%-1340.7pp |
| Employer contribution / active EE | $1,301 | $4,537-71.3% | $6,424-79.7% | $2,624-50.4% |
| Participant deferral / active EE | $4,208 | $7,139-41.1% | $9,132-53.9% | $4,347-3.2% |
| Admin fee / account holder | $767 | $1,260-39.1% | $13,907-94.5% | $1,944-60.6% |