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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 | $3,015 | $82,879-96.4% | $96,576-96.9% | $67,986-95.6% |
| Participation rate | 95.6% | 75.2%+20.4pp | 81.4%+14.1pp | 57.2%+38.4pp |
| Annual return | 107.19% | 36.90%+70.3pp | 38.47%+68.7pp | 31.67%+75.5pp |
| Employer contribution / active EE | $1,366 | $2,727-49.9% | $3,553-61.5% | $2,019-32.3% |
| Participant deferral / active EE | $1,760 | $6,976-74.8% | $7,956-77.9% | $3,358-47.6% |
| Admin fee / account holder | $352 | $2,783-87.4% | $11,381-96.9% | $3,203-89.0% |