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Participant 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 | $7,253 | $102,393-92.9% | $147,041-95.1% | $80,911-91.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 29.83% | 134.95%-105.1pp | 419.21%-389.4pp | 35.63%-5.8pp |
| Employer contribution / active EE | $3,373 | $3,715-9.2% | $4,935-31.7% | $2,756+22.4% |
| Participant deferral / active EE | $1,175 | $6,647-82.3% | $8,071-85.4% | $4,297-72.7% |
| Admin fee / account holder | $1,157 | $7,943-85.4% | $13,006-91.1% | $6,935-83.3% |