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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 | $32,319 | $128,603-74.9% | $197,124-83.6% | $67,986-52.5% |
| Participation rate | 71.7% | 81.7%-10.0pp | 86.7%-15.1pp | 57.2%+14.4pp |
| Annual return | 601.23% | 23.77%+577.5pp | 44.34%+556.9pp | 31.67%+569.6pp |
| Employer contribution / active EE | $1,773 | $4,379-59.5% | $6,227-71.5% | $2,019-12.2% |
| Participant deferral / active EE | $2,707 | $6,840-60.4% | $9,135-70.4% | $3,358-19.4% |
| Admin fee / account holder | $3,515 | $3,035+15.8% | $16,298-78.4% | $3,203+9.7% |