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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 | $14,150 | $88,672-84.0% | $105,223-86.6% | $82,448-82.8% |
| Participation rate | 97.7% | 67.9%+29.8pp | 75.0%+22.7pp | 68.1%+29.7pp |
| Annual return | 20.72% | 30.86%-10.1pp | 180.65%-159.9pp | 41.64%-20.9pp |
| Employer contribution / active EE | $776 | $3,048-74.6% | $3,689-79.0% | $2,551-69.6% |
| Participant deferral / active EE | $3,306 | $4,036-18.1% | $5,072-34.8% | $4,139-20.1% |
| Admin fee / account holder | $990 | $7,146-86.2% | $8,859-88.8% | $7,234-86.3% |