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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 | $2,575 | $55,446-95.4% | $155,574-98.3% | $74,429-96.5% |
| Participation rate | 75.6% | 61.9%+13.6pp | 78.2%-2.7pp | 67.2%+8.3pp |
| Annual return | 15.18% | 269.20%-254.0pp | 64.87%-49.7pp | 1368.38%-1353.2pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,023 | $2,836-63.9% | $5,629-81.8% | $4,348-76.5% |
| Admin fee / account holder | $386 | $1,743-77.8% | $15,914-97.6% | $1,944-80.1% |