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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 | $6,066 | $62,166-90.2% | $81,353-92.5% | $74,459-91.9% |
| Participation rate | 70.0% | 64.1%+5.9pp | 69.5%+0.5pp | 67.2%+2.8pp |
| Annual return | 18.25% | 16.50%+1.7pp | 24.82%-6.6pp | 1369.70%-1351.5pp |
| Employer contribution / active EE | $603 | $1,881-67.9% | $2,464-75.5% | $2,626-77.0% |
| Participant deferral / active EE | $1,166 | $3,223-63.8% | $3,885-70.0% | $4,350-73.2% |
| Admin fee / account holder | $346 | $1,925-82.0% | $5,766-94.0% | $1,945-82.2% |