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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 | $20,290 | $81,504-75.1% | $102,437-80.2% | $80,959-74.9% |
| Participation rate | 80.0% | 66.9%+13.1pp | 74.5%+5.5pp | 67.7%+12.3pp |
| Annual return | 11.53% | 25.60%-14.1pp | 24.95%-13.4pp | 35.67%-24.1pp |
| Employer contribution / active EE | $8,734 | $3,104+181.4% | $3,871+125.6% | $2,757+216.8% |
| Participant deferral / active EE | $936 | $3,871-75.8% | $5,060-81.5% | $4,300-78.2% |
| Admin fee / account holder | $2,096 | $6,719-68.8% | $8,388-75.0% | $6,925-69.7% |