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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 | $23,983 | $109,359-78.1% | $162,177-85.2% | $72,975-67.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 21.34% | 25.46%-4.1pp | 115.60%-94.3pp | 81.01%-59.7pp |
| Employer contribution / active EE | $1,701 | $3,907-56.5% | $5,613-69.7% | $2,440-30.3% |
| Participant deferral / active EE | $2,291 | $5,481-58.2% | $7,297-68.6% | $3,608-36.5% |
| Admin fee / account holder | $4,015 | $7,972-49.6% | $10,843-63.0% | $5,124-21.6% |