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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 | $3,895 | $80,753-95.2% | $136,298-97.1% | $62,293-93.7% |
| Participation rate | 85.2% | 73.5%+11.6pp | 81.9%+3.2pp | 69.5%+15.6pp |
| Annual return | 21.86% | 35.83%-14.0pp | 5156.27%-5134.4pp | 28.90%-7.0pp |
| Employer contribution / active EE | $2,119 | $2,884-26.5% | $4,696-54.9% | $2,042+3.8% |
| Participant deferral / active EE | $80 | $5,164-98.4% | $6,247-98.7% | $3,169-97.5% |
| Admin fee / account holder | $361 | $525-31.3% | $9,244-96.1% | $479-24.7% |