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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 | $108,825-89.5% | $156,181-92.7% | $82,448-86.1% |
| Participation rate | 79.7% | 72.4%+7.4pp | 78.8%+0.9pp | 68.1%+11.7pp |
| Annual return | 16.23% | 20.59%-4.4pp | 64.87%-48.6pp | 41.64%-25.4pp |
| Employer contribution / active EE | $981 | $2,870-65.8% | $4,294-77.1% | $2,551-61.5% |
| Participant deferral / active EE | $1,372 | $4,577-70.0% | $6,132-77.6% | $4,139-66.9% |
| Admin fee / account holder | $807 | $9,341-91.4% | $14,586-94.5% | $7,234-88.8% |