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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 | $3,819 | $82,879-95.4% | $96,576-96.0% | $67,986-94.4% |
| Participation rate | 87.9% | 75.2%+12.7pp | 81.4%+6.4pp | 57.2%+30.6pp |
| Annual return | 32.45% | 36.90%-4.4pp | 38.47%-6.0pp | 31.67%+0.8pp |
| Employer contribution / active EE | $789 | $2,727-71.1% | $3,553-77.8% | $2,019-60.9% |
| Participant deferral / active EE | $2,064 | $6,976-70.4% | $7,956-74.1% | $3,358-38.5% |
| Admin fee / account holder | $2,244 | $2,783-19.4% | $11,381-80.3% | $3,203-30.0% |