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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 | $1,932 | $16,790-88.5% | $64,489-97.0% | $67,986-97.2% |
| Participation rate | 76.1% | 62.4%+13.7pp | 67.7%+8.4pp | 57.2%+18.9pp |
| Annual return | 30.42% | 30.55%-0.1pp | 55.03%-24.6pp | 31.67%-1.2pp |
| Employer contribution / active EE | $177 | $648-72.6% | $1,523-88.4% | $2,019-91.2% |
| Participant deferral / active EE | $1,075 | $1,510-28.8% | $2,778-61.3% | $3,358-68.0% |
| Admin fee / account holder | $604 | $1,690-64.3% | $4,260-85.8% | $3,203-81.2% |