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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 | $13,080 | $98,776-86.8% | $149,745-91.3% | $79,856-83.6% |
| Participation rate | 98.6% | 75.8%+22.9pp | 82.5%+16.2pp | 69.6%+29.0pp |
| Annual return | 20.55% | 27.38%-6.8pp | 276.72%-256.2pp | 31.71%-11.2pp |
| Employer contribution / active EE | $2,065 | $3,217-35.8% | $4,646-55.5% | $2,471-16.4% |
| Participant deferral / active EE | $544 | $5,681-90.4% | $6,843-92.0% | $3,741-85.4% |
| Admin fee / account holder | $1,085 | $6,053-82.1% | $9,312-88.3% | $5,306-79.6% |