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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 | $16,170 | $83,002-80.5% | $98,090-83.5% | $64,097-74.8% |
| Participation rate | 88.2% | 75.0%+13.1pp | 81.5%+6.6pp | 55.2%+33.0pp |
| Annual return | 94.76% | 38.51%+56.3pp | 37.05%+57.7pp | 34.64%+60.1pp |
| Employer contribution / active EE | $0 | $2,749-100.0% | $3,606-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $8,796 | $6,787+29.6% | $7,845+12.1% | $3,080+185.6% |
| Admin fee / account holder | $454 | $3,015-85.0% | $11,815-96.2% | $3,454-86.9% |