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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 | $18,160 | $105,200-82.7% | $159,474-88.6% | $85,847-78.8% |
| Participation rate | 79.4% | 75.8%+3.6pp | 82.8%-3.4pp | 69.3%+10.1pp |
| Annual return | 14.45% | 45.08%-30.6pp | 263.68%-249.2pp | 318.61%-304.2pp |
| Employer contribution / active EE | $773 | $3,319-76.7% | $4,831-84.0% | $2,565-69.9% |
| Participant deferral / active EE | $2,249 | $5,946-62.2% | $7,353-69.4% | $3,952-43.1% |
| Admin fee / account holder | $1,782 | $6,934-74.3% | $10,802-83.5% | $6,261-71.5% |