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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 | $9,439 | $43,344-78.2% | $59,899-84.2% | $64,173-85.3% |
| Participation rate | 93.1% | 69.2%+23.9pp | 74.7%+18.4pp | 69.6%+23.5pp |
| Annual return | 9.46% | -1.55%+11.0pp | 3.46%+6.0pp | 7.63%+1.8pp |
| Employer contribution / active EE | $1,100 | $2,030-45.8% | $2,723-59.6% | $2,381-53.8% |
| Participant deferral / active EE | $113 | $2,547-95.6% | $3,402-96.7% | $3,470-96.8% |
| Admin fee / account holder | $454 | $3,008-84.9% | $3,592-87.4% | $4,887-90.7% |