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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 | $7,259 | $83,369-91.3% | $105,223-93.1% | $67,986-89.3% |
| Participation rate | 95.6% | 56.3%+39.3pp | 75.0%+20.5pp | 57.2%+38.4pp |
| Annual return | 21.89% | 24.64%-2.8pp | 180.65%-158.8pp | 31.67%-9.8pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,368 | $3,295-28.1% | $5,072-53.3% | $3,358-29.5% |
| Admin fee / account holder | $607 | $4,073-85.1% | $8,859-93.2% | $3,203-81.1% |