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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 | $35,696 | $138,386-74.2% | $184,260-80.6% | $80,935-55.9% |
| Participation rate | 80.2% | 83.9%-3.7pp | 86.8%-6.6pp | 67.7%+12.6pp |
| Annual return | 16.11% | 20.02%-3.9pp | 28.84%-12.7pp | 35.66%-19.5pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,059 | $7,076-0.2% | $9,133-22.7% | $4,299+64.2% |
| Admin fee / account holder | $5,785 | $10,489-44.8% | $13,898-58.4% | $6,924-16.5% |