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Employer 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 | $20,919 | $91,439-77.1% | $135,974-84.6% | $71,511-70.7% |
| Participation rate | 92.5% | 75.7%+16.8pp | 81.9%+10.5pp | 67.9%+24.5pp |
| Annual return | 20.32% | 29.90%-9.6pp | 68.30%-48.0pp | 28.86%-8.5pp |
| Employer contribution / active EE | $683 | $3,705-81.6% | $4,859-85.9% | $2,589-73.6% |
| Participant deferral / active EE | $3,200 | $7,093-54.9% | $7,760-58.8% | $4,291-25.4% |
| Admin fee / account holder | $6,619 | $1,267+422.5% | $10,767-38.5% | $1,588+316.7% |