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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 | $2,052 | $42,683-95.2% | $112,860-98.2% | $64,340-96.8% |
| Participation rate | 86.1% | 58.7%+27.5pp | 66.3%+19.8pp | 55.2%+30.9pp |
| Annual return | 16.72% | 60.53%-43.8pp | 35.26%-18.5pp | 24.14%-7.4pp |
| Employer contribution / active EE | $395 | $1,274-69.0% | $2,206-82.1% | $1,862-78.8% |
| Participant deferral / active EE | $808 | $2,315-65.1% | $3,493-76.9% | $2,980-72.9% |
| Admin fee / account holder | $558 | $3,670-84.8% | $6,841-91.8% | $3,703-84.9% |