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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 | $13,930 | $88,203-84.2% | $165,100-91.6% | $74,478-81.3% |
| Participation rate | 78.7% | 73.1%+5.6pp | 78.6%+0.1pp | 67.2%+11.5pp |
| Annual return | 23.18% | 17.13%+6.1pp | 70.21%-47.0pp | 1370.56%-1347.4pp |
| Employer contribution / active EE | $0 | $2,601-100.0% | $4,348-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,825 | $4,505+7.1% | $6,035-20.1% | $4,350+10.9% |
| Admin fee / account holder | $476 | $2,235-78.7% | $12,696-96.3% | $1,946-75.5% |