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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 | $944 | $52,682-98.2% | $78,004-98.8% | $64,097-98.5% |
| Participation rate | 77.5% | 47.7%+29.8pp | 69.4%+8.1pp | 55.2%+22.3pp |
| Annual return | 23.43% | 22.45%+1.0pp | 31.07%-7.6pp | 34.64%-11.2pp |
| Employer contribution / active EE | $143 | $1,323-89.2% | $2,469-94.2% | $1,891-92.5% |
| Participant deferral / active EE | $1,126 | $2,346-52.0% | $4,092-72.5% | $3,080-63.5% |
| Admin fee / account holder | $303 | $5,420-94.4% | $7,578-96.0% | $3,454-91.2% |