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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 | $27,068 | $79,089-65.8% | $100,392-73.0% | $74,459-63.6% |
| Participation rate | 90.7% | 79.4%+11.2pp | 81.5%+9.2pp | 67.2%+23.4pp |
| Annual return | 60.28% | 20.61%+39.7pp | 49.45%+10.8pp | 1369.70%-1309.4pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,941-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $10,508 | $7,747+35.6% | $8,090+29.9% | $4,350+141.6% |
| Admin fee / account holder | $629 | $1,336-52.9% | $7,904-92.0% | $1,945-67.6% |