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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 | $2,201 | $16,790-86.9% | $64,489-96.6% | $67,986-96.8% |
| Participation rate | 91.2% | 62.4%+28.8pp | 67.7%+23.5pp | 57.2%+34.0pp |
| Annual return | 16.79% | 30.55%-13.8pp | 55.03%-38.2pp | 31.67%-14.9pp |
| Employer contribution / active EE | $178 | $648-72.5% | $1,523-88.3% | $2,019-91.2% |
| Participant deferral / active EE | $1,058 | $1,510-30.0% | $2,778-61.9% | $3,358-68.5% |
| Admin fee / account holder | $390 | $1,690-76.9% | $4,260-90.8% | $3,203-87.8% |