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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 | $18,175 | $69,511-73.9% | $94,664-80.8% | $71,511-74.6% |
| Participation rate | 72.1% | 78.4%-6.3pp | 80.8%-8.7pp | 67.9%+4.2pp |
| Annual return | 24.95% | 29.67%-4.7pp | 156.84%-131.9pp | 28.86%-3.9pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $5,655 | $7,348-23.0% | $7,417-23.8% | $4,291+31.8% |
| Admin fee / account holder | $425 | $1,211-64.9% | $7,222-94.1% | $1,588-73.2% |