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Employer 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 | $15,365 | $65,367-76.5% | $92,915-83.5% | $72,976-78.9% |
| Participation rate | 87.9% | 68.3%+19.6pp | 76.0%+11.9pp | 69.5%+18.4pp |
| Annual return | 19.45% | 42.11%-22.7pp | 109.45%-90.0pp | 81.02%-61.6pp |
| Employer contribution / active EE | $399 | $2,594-84.6% | $3,653-89.1% | $2,440-83.6% |
| Participant deferral / active EE | $1,883 | $3,128-39.8% | $4,238-55.6% | $3,608-47.8% |
| Admin fee / account holder | $1,005 | $4,251-76.4% | $5,796-82.7% | $5,124-80.4% |