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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 | $7,917 | $101,653-92.2% | $147,080-94.6% | $74,459-89.4% |
| Participation rate | 83.3% | 75.6%+7.8pp | 82.2%+1.2pp | 67.2%+16.1pp |
| Annual return | 13.97% | 8754.98%-8741.0pp | 420.17%-406.2pp | 1369.70%-1355.7pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,495 | $7,304-79.5% | $8,066-81.5% | $4,350-65.6% |
| Admin fee / account holder | $1,501 | $1,752-14.3% | $12,989-88.4% | $1,945-22.8% |