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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 | $8,434 | $61,166-86.2% | $185,849-95.5% | $79,391-89.4% |
| Participation rate | 76.6% | 66.6%+10.0pp | 81.7%-5.1pp | 70.7%+5.9pp |
| Annual return | 15.04% | 19.45%-4.4pp | 122.10%-107.1pp | 116.88%-101.8pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,169-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $4,133 | $2,789+48.2% | $5,569-25.8% | $4,046+2.1% |
| Admin fee / account holder | $611 | $710-13.9% | $16,244-96.2% | $627-2.4% |