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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 | $10,420 | $70,486-85.2% | $100,528-89.6% | $79,852-87.0% |
| Participation rate | 89.9% | 73.6%+16.2pp | 79.4%+10.5pp | 69.6%+20.2pp |
| Annual return | 25.05% | 21.90%+3.2pp | 30.90%-5.8pp | 31.72%-6.7pp |
| Employer contribution / active EE | $63 | $2,165-97.1% | $3,419-98.2% | $2,471-97.4% |
| Participant deferral / active EE | $4,010 | $5,182-22.6% | $6,271-36.1% | $3,740+7.2% |
| Admin fee / account holder | $745 | $4,480-83.4% | $8,084-90.8% | $5,306-86.0% |