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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 | $7,409 | $89,652-91.7% | $141,191-94.8% | $65,185-88.6% |
| Participation rate | 83.3% | 74.7%+8.6pp | 82.5%+0.9pp | 70.2%+13.1pp |
| Annual return | 25.79% | 32.79%-7.0pp | 71.41%-45.6pp | 29.38%-3.6pp |
| Employer contribution / active EE | $803 | $3,065-73.8% | $4,736-83.0% | $2,177-63.1% |
| Participant deferral / active EE | $1,486 | $5,691-73.9% | $6,710-77.9% | $3,514-57.7% |
| Admin fee / account holder | $639 | $569+12.5% | $10,264-93.8% | $847-24.5% |