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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 | $21,804 | $62,177-64.9% | $81,370-73.2% | $74,478-70.7% |
| Participation rate | 80.0% | 64.1%+15.9pp | 69.5%+10.5pp | 67.2%+12.8pp |
| Annual return | 137.85% | 16.62%+121.2pp | 24.85%+113.0pp | 1370.56%-1232.7pp |
| Employer contribution / active EE | $681 | $1,881-63.8% | $2,464-72.4% | $2,626-74.1% |
| Participant deferral / active EE | $784 | $3,219-75.6% | $3,885-79.8% | $4,350-82.0% |
| Admin fee / account holder | $2,582 | $1,927+34.0% | $5,749-55.1% | $1,946+32.7% |