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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 | $14,162 | $91,439-84.5% | $135,974-89.6% | $71,511-80.2% |
| Participation rate | 85.8% | 75.7%+10.2pp | 81.9%+3.9pp | 67.9%+17.9pp |
| Annual return | 2463.91% | 29.90%+2434.0pp | 68.30%+2395.6pp | 28.86%+2435.1pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $6,106 | $7,093-13.9% | $7,760-21.3% | $4,291+42.3% |
| Admin fee / account holder | $868 | $1,267-31.4% | $10,767-91.9% | $1,588-45.3% |