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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 | $13,062 | $78,423-83.3% | $95,964-86.4% | $79,856-83.6% |
| Participation rate | 98.6% | 73.5%+25.1pp | 77.1%+21.5pp | 69.6%+29.0pp |
| Annual return | 22.55% | 19.37%+3.2pp | 91.64%-69.1pp | 31.71%-9.2pp |
| Employer contribution / active EE | $1,628 | $1,945-16.3% | $2,541-36.0% | $2,471-34.1% |
| Participant deferral / active EE | $1,460 | $3,440-57.6% | $4,167-65.0% | $3,741-61.0% |
| Admin fee / account holder | $2,267 | $5,622-59.7% | $6,797-66.6% | $5,306-57.3% |