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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 | $2,086 | $58,311-96.4% | $81,882-97.5% | $80,959-97.4% |
| Participation rate | 85.7% | 63.5%+22.2pp | 72.4%+13.3pp | 67.7%+18.0pp |
| Annual return | 14.12% | 41.85%-27.7pp | 779.47%-765.4pp | 35.67%-21.5pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,589 | $3,287-51.6% | $4,323-63.2% | $4,300-63.0% |
| Admin fee / account holder | $358 | $4,752-92.5% | $7,360-95.1% | $6,925-94.8% |