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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 | $5,621 | $64,705-91.3% | $62,929-91.1% | $67,986-91.7% |
| Participation rate | 78.7% | 65.6%+13.1pp | 73.1%+5.6pp | 57.2%+21.5pp |
| Annual return | 38.44% | 20.31%+18.1pp | 1063.93%-1025.5pp | 31.67%+6.8pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,882 | $3,198-41.1% | $3,888-51.6% | $3,358-44.0% |
| Admin fee / account holder | $734 | $1,428-48.6% | $5,065-85.5% | $3,203-77.1% |