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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 | $11,460 | $110,137-89.6% | $161,149-92.9% | $82,637-86.1% |
| Participation rate | 79.7% | 72.4%+7.4pp | 78.8%+0.9pp | 68.1%+11.7pp |
| Annual return | 16.23% | 20.69%-4.5pp | 21.16%-4.9pp | 53.51%-37.3pp |
| Employer contribution / active EE | $981 | $2,856-65.6% | $4,360-77.5% | $2,552-61.6% |
| Participant deferral / active EE | $1,372 | $4,575-70.0% | $6,153-77.7% | $4,126-66.8% |
| Admin fee / account holder | $807 | $9,467-91.5% | $15,194-94.7% | $7,339-89.0% |