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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 | $7,524 | $59,440-87.3% | $78,004-90.4% | $82,637-90.9% |
| Participation rate | 92.8% | 62.8%+30.0pp | 69.4%+23.3pp | 68.1%+24.7pp |
| Annual return | 17.24% | 40.24%-23.0pp | 31.07%-13.8pp | 53.51%-36.3pp |
| Employer contribution / active EE | $10 | $1,750-99.5% | $2,469-99.6% | $2,552-99.6% |
| Participant deferral / active EE | $2,021 | $3,138-35.6% | $4,092-50.6% | $4,126-51.0% |
| Admin fee / account holder | $1,203 | $5,504-78.2% | $7,578-84.1% | $7,339-83.6% |