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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 | $27,596 | $71,526-61.4% | $98,441-72.0% | $71,476-61.4% |
| Participation rate | 86.8% | 72.7%+14.1pp | 75.2%+11.7pp | 67.9%+18.9pp |
| Annual return | 19.98% | 32.42%-12.4pp | 21.16%-1.2pp | 28.85%-8.9pp |
| Employer contribution / active EE | $583 | $2,400-75.7% | $3,048-80.9% | $2,589-77.5% |
| Participant deferral / active EE | $2,262 | $4,110-45.0% | $4,738-52.3% | $4,290-47.3% |
| Admin fee / account holder | $350 | $1,675-79.1% | $8,960-96.1% | $1,587-78.0% |