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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 | $13,233 | $98,760-86.6% | $149,715-91.2% | $79,858-83.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.80% | 27.43%-7.6pp | 276.66%-256.9pp | 31.72%-11.9pp |
| Employer contribution / active EE | $581 | $3,217-81.9% | $4,645-87.5% | $2,471-76.5% |
| Participant deferral / active EE | $4,381 | $5,681-22.9% | $6,842-36.0% | $3,740+17.1% |
| Admin fee / account holder | $1,501 | $6,053-75.2% | $9,310-83.9% | $5,306-71.7% |