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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 | $19,193 | $99,957-80.8% | $149,730-87.2% | $73,493-73.9% |
| Participation rate | 95.5% | 75.7%+19.8pp | 82.5%+13.0pp | 70.7%+24.8pp |
| Annual return | 20.91% | 53.87%-33.0pp | 276.70%-255.8pp | 28.51%-7.6pp |
| Employer contribution / active EE | $270 | $3,191-91.5% | $4,645-94.2% | $2,270-88.1% |
| Participant deferral / active EE | $3,710 | $6,073-38.9% | $6,843-45.8% | $3,740-0.8% |
| Admin fee / account holder | $942 | $551+71.0% | $9,310-89.9% | $513+83.6% |