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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 | $80,332-91.0% | $107,187-93.2% | $64,097-88.7% |
| Participation rate | 95.6% | 54.4%+41.2pp | 75.0%+20.6pp | 55.2%+40.4pp |
| Annual return | 21.89% | 24.26%-2.4pp | 204.55%-182.7pp | 34.64%-12.8pp |
| Employer contribution / active EE | $0 | $2,501-100.0% | $3,782-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,368 | $3,109-23.8% | $5,096-53.5% | $3,080-23.1% |
| Admin fee / account holder | $607 | $4,314-85.9% | $9,162-93.4% | $3,454-82.4% |