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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 | $11,345 | $80,781-86.0% | $102,437-88.9% | $74,478-84.8% |
| Participation rate | 76.9% | 65.7%+11.3pp | 74.5%+2.4pp | 67.2%+9.7pp |
| Annual return | 24.96% | 27.58%-2.6pp | 24.95%0pp | 1370.56%-1345.6pp |
| Employer contribution / active EE | $700 | $3,160-77.9% | $3,871-81.9% | $2,626-73.4% |
| Participant deferral / active EE | $2,256 | $3,862-41.6% | $5,060-55.4% | $4,350-48.1% |
| Admin fee / account holder | $324 | $2,372-86.3% | $8,388-96.1% | $1,946-83.3% |