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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 | $16,602 | $68,412-75.7% | $94,679-82.5% | $75,181-77.9% |
| Participation rate | 93.1% | 76.1%+17.0pp | 80.8%+12.3pp | 67.2%+25.9pp |
| Annual return | 49.32% | 616.91%-567.6pp | 156.75%-107.4pp | 160.69%-111.4pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,691 | $6,537+48.2% | $7,417+30.7% | $4,126+134.9% |
| Admin fee / account holder | $1,307 | $5,326-75.4% | $7,233-81.9% | $5,650-76.9% |