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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 | $40,206 | $89,465-55.1% | $165,071-75.6% | $77,736-48.3% |
| Participation rate | 97.8% | 78.6%+19.1pp | 78.6%+19.2pp | 70.6%+27.2pp |
| Annual return | 1209.51% | 28.86%+1180.6pp | 70.17%+1139.3pp | 31.26%+1178.2pp |
| Employer contribution / active EE | $1,254 | $2,565-51.1% | $4,347-71.1% | $2,728-54.0% |
| Participant deferral / active EE | $1,850 | $4,904-62.3% | $6,035-69.3% | $4,651-60.2% |
| Admin fee / account holder | $1,168 | $340+243.7% | $12,695-90.8% | $433+169.6% |