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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 | $29,581 | $79,181-62.6% | $102,423-71.1% | $74,429-60.3% |
| Participation rate | 78.9% | 74.8%+4.1pp | 76.5%+2.4pp | 67.2%+11.7pp |
| Annual return | 423.91% | 54.97%+368.9pp | 29.42%+394.5pp | 1368.38%-944.5pp |
| Employer contribution / active EE | $1,024 | $2,362-56.6% | $3,023-66.1% | $2,625-61.0% |
| Participant deferral / active EE | $2,140 | $4,416-51.5% | $5,054-57.7% | $4,348-50.8% |
| Admin fee / account holder | $613 | $2,002-69.4% | $9,455-93.5% | $1,944-68.5% |