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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 | $2,097 | $30,421-93.1% | $56,077-96.3% | $74,429-97.2% |
| Participation rate | 74.8% | 32.9%+41.9pp | 52.5%+22.3pp | 67.2%+7.6pp |
| Annual return | 14.92% | 24.94%-10.0pp | 1709.28%-1694.4pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,040-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $895 | $1,175-23.9% | $1,954-54.2% | $4,348-79.4% |
| Admin fee / account holder | $360 | $2,363-84.8% | $2,825-87.2% | $1,944-81.5% |