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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 | $3,644 | $45,312-92.0% | $86,233-95.8% | $67,986-94.6% |
| Participation rate | 81.8% | 42.4%+39.3pp | 69.0%+12.7pp | 57.2%+24.6pp |
| Annual return | 52.16% | 24.79%+27.4pp | 61.39%-9.2pp | 31.67%+20.5pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,658 | $2,185-24.1% | $4,559-63.6% | $3,358-50.6% |
| Admin fee / account holder | $567 | $3,295-82.8% | $8,342-93.2% | $3,203-82.3% |