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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 | $5,778 | $80,753-92.8% | $136,297-95.8% | $62,293-90.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.95% | 35.83%-19.9pp | 5156.16%-5140.2pp | 28.90%-12.9pp |
| Employer contribution / active EE | $1,867 | $2,884-35.3% | $4,696-60.2% | $2,042-8.6% |
| Participant deferral / active EE | $1,721 | $5,164-66.7% | $6,247-72.5% | $3,169-45.7% |
| Admin fee / account holder | $1,301 | $525+147.7% | $9,244-85.9% | $479+171.5% |