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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 | $27,175 | $101,591-73.3% | $147,096-81.5% | $74,429-63.5% |
| Participation rate | 92.5% | 75.5%+17.0pp | 82.2%+10.3pp | 67.2%+25.3pp |
| Annual return | 22.73% | 8746.45%-8723.7pp | 419.75%-397.0pp | 1368.38%-1345.7pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $12,250 | $7,302+67.8% | $8,071+51.8% | $4,348+181.7% |
| Admin fee / account holder | $1,375 | $1,750-21.4% | $13,005-89.4% | $1,944-29.3% |