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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 | $21,511 | $91,439-76.5% | $135,974-84.2% | $71,511-69.9% |
| Participation rate | 92.7% | 75.7%+17.1pp | 81.9%+10.8pp | 67.9%+24.8pp |
| Annual return | 63.78% | 29.90%+33.9pp | 68.30%-4.5pp | 28.86%+34.9pp |
| Employer contribution / active EE | $2,822 | $3,705-23.8% | $4,859-41.9% | $2,589+9.0% |
| Participant deferral / active EE | $3,065 | $7,093-56.8% | $7,760-60.5% | $4,291-28.6% |
| Admin fee / account holder | $704 | $1,267-44.4% | $10,767-93.5% | $1,588-55.7% |