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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 | $28,173 | $94,436-70.2% | $115,599-75.6% | $82,637-65.9% |
| Participation rate | 92.3% | 70.4%+21.9pp | 74.3%+18.0pp | 68.1%+24.3pp |
| Annual return | 12.48% | 18.37%-5.9pp | 111.10%-98.6pp | 53.51%-41.0pp |
| Employer contribution / active EE | $584 | $2,324-74.9% | $2,955-80.3% | $2,552-77.1% |
| Participant deferral / active EE | $2,361 | $3,955-40.3% | $4,889-51.7% | $4,126-42.8% |
| Admin fee / account holder | $5,967 | $10,328-42.2% | $12,841-53.5% | $7,339-18.7% |