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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 | $21,330 | $58,655-63.6% | $91,994-76.8% | $65,185-67.3% |
| Participation rate | 82.5% | 75.3%+7.3pp | 78.6%+3.9pp | 70.2%+12.3pp |
| Annual return | 67.14% | 33.92%+33.2pp | 69.04%-1.9pp | 29.38%+37.8pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,453-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7,846 | $5,474+43.3% | $5,924+32.5% | $3,514+123.3% |
| Admin fee / account holder | $691 | $434+59.1% | $7,744-91.1% | $847-18.5% |