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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 | $1,671 | $89,588-98.1% | $136,072-98.8% | $77,736-97.9% |
| Participation rate | 70.9% | 74.3%-3.4pp | 76.4%-5.5pp | 70.6%+0.3pp |
| Annual return | 98.81% | 17.42%+81.4pp | 580.46%-481.6pp | 31.26%+67.5pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $4,216-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $593 | $5,592-89.4% | $7,028-91.6% | $4,651-87.2% |
| Admin fee / account holder | $304 | $539-43.6% | $6,718-95.5% | $433-29.9% |