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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 | $28,114 | $78,483-64.2% | $106,201-73.5% | $74,546-62.3% |
| Participation rate | 75.7% | 72.8%+2.9pp | 75.3%+0.4pp | 67.2%+8.5pp |
| Annual return | 16.56% | 15.94%+0.6pp | 116.26%-99.7pp | 1366.03%-1349.5pp |
| Employer contribution / active EE | $0 | $2,522-100.0% | $3,170-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,076 | $4,320-51.9% | $5,012-58.6% | $4,347-52.2% |
| Admin fee / account holder | $1,969 | $2,236-11.9% | $11,039-82.2% | $1,944+1.3% |