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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 | $1,448 | $24,891-94.2% | $69,460-97.9% | $74,400-98.1% |
| Participation rate | 83.1% | 63.4%+19.6pp | 66.4%+16.6pp | 67.2%+15.9pp |
| Annual return | 19.63% | 18.53%+1.1pp | 100.80%-81.2pp | 1367.51%-1347.9pp |
| Employer contribution / active EE | $281 | $1,005-72.1% | $1,714-83.6% | $2,624-89.3% |
| Participant deferral / active EE | $765 | $1,908-59.9% | $2,890-73.5% | $4,348-82.4% |
| Admin fee / account holder | $368 | $1,904-80.7% | $4,695-92.2% | $1,944-81.1% |