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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 | $10,305 | $109,359-90.6% | $162,171-93.6% | $72,983-85.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 25.51% | 25.46%+0.1pp | 115.60%-90.1pp | 81.01%-55.5pp |
| Employer contribution / active EE | $2,682 | $3,907-31.4% | $5,613-52.2% | $2,440+9.9% |
| Participant deferral / active EE | $1,022 | $5,481-81.4% | $7,297-86.0% | $3,608-71.7% |
| Admin fee / account holder | $395 | $7,972-95.0% | $10,843-96.4% | $5,124-92.3% |