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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 | $22,564 | $156,318-85.6% | $145,433-84.5% | - |
| Participation rate | 82.8% | 68.6%+14.2pp | 82.1%+0.7pp | - |
| Annual return | 21.44% | 26.27%-4.8pp | 66.58%-45.1pp | - |
| Employer contribution / active EE | $1,896 | $3,387-44.0% | $4,554-58.4% | - |
| Participant deferral / active EE | $4,921 | $6,196-20.6% | $7,897-37.7% | - |
| Admin fee / account holder | $501 | $8,746-94.3% | $13,129-96.2% | - |