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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 | $3,521 | $68,398-94.9% | $94,664-96.3% | $75,173-95.3% |
| Participation rate | 87.7% | 76.1%+11.6pp | 80.8%+6.9pp | 67.2%+20.5pp |
| Annual return | 23.96% | 616.72%-592.8pp | 156.84%-132.9pp | 160.72%-136.8pp |
| Employer contribution / active EE | $537 | $2,701-80.1% | $3,673-85.4% | $2,671-79.9% |
| Participant deferral / active EE | $1,622 | $6,537-75.2% | $7,417-78.1% | $4,126-60.7% |
| Admin fee / account holder | $358 | $5,324-93.3% | $7,222-95.0% | $5,651-93.7% |