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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 | $93,345-84.8% | $119,126-88.1% | $87,485-83.8% |
| Participation rate | 97.7% | 68.7%+29.0pp | 75.8%+22.0pp | 68.9%+28.8pp |
| Annual return | 20.72% | 19.08%+1.6pp | 282.11%-261.4pp | 26.06%-5.3pp |
| Employer contribution / active EE | $776 | $3,172-75.5% | $4,034-80.8% | $2,596-70.1% |
| Participant deferral / active EE | $3,306 | $4,099-19.3% | $5,318-37.8% | $4,274-22.6% |
| Admin fee / account holder | $990 | $8,039-87.7% | $10,693-90.7% | $7,775-87.3% |