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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 | $16,772 | $101,672-83.5% | $147,117-88.6% | $74,478-77.5% |
| Participation rate | 95.9% | 75.5%+20.4pp | 82.2%+13.8pp | 67.2%+28.7pp |
| Annual return | 31.13% | 8757.83%-8726.7pp | 420.54%-389.4pp | 1370.56%-1339.4pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,613 | $7,305-36.8% | $8,065-42.8% | $4,350+6.0% |
| Admin fee / account holder | $810 | $1,753-53.8% | $12,993-93.8% | $1,946-58.4% |