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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 | $1,267 | $51,222-97.5% | $70,544-98.2% | $75,173-98.3% |
| Participation rate | 87.0% | 61.0%+26.0pp | 68.4%+18.6pp | 67.2%+19.8pp |
| Annual return | 22.43% | 30.06%-7.6pp | 32.79%-10.4pp | 160.72%-138.3pp |
| Employer contribution / active EE | $385 | $1,827-78.9% | $2,976-87.1% | $2,671-85.6% |
| Participant deferral / active EE | $819 | $2,850-71.3% | $4,568-82.1% | $4,126-80.2% |
| Admin fee / account holder | $320 | $4,096-92.2% | $6,427-95.0% | $5,651-94.3% |