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Participant 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 | $15,157 | $101,672-85.1% | $147,117-89.7% | $74,478-79.6% |
| Participation rate | 86.3% | 75.5%+10.8pp | 82.2%+4.1pp | 67.2%+19.1pp |
| Annual return | 44.81% | 8757.83%-8713.0pp | 420.54%-375.7pp | 1370.56%-1325.8pp |
| Employer contribution / active EE | $1,646 | $3,813-56.8% | $4,932-66.6% | $2,626-37.3% |
| Participant deferral / active EE | $2,717 | $7,305-62.8% | $8,065-66.3% | $4,350-37.6% |
| Admin fee / account holder | $410 | $1,753-76.6% | $12,993-96.8% | $1,946-78.9% |