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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 | $2,643 | $49,177-94.6% | $79,466-96.7% | $64,173-95.9% |
| Participation rate | 92.8% | 65.0%+27.7pp | 73.3%+19.4pp | 69.6%+23.2pp |
| Annual return | -7.23% | -1.16%-6.1pp | 718.28%-725.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,807 | $2,821-0.5% | $3,704-24.2% | $3,470-19.1% |
| Admin fee / account holder | $345 | $3,839-91.0% | $5,104-93.2% | $4,887-92.9% |