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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 | $8,315 | $79,003-89.5% | $100,398-91.7% | $74,400-88.8% |
| Participation rate | 94.6% | 79.5%+15.1pp | 81.5%+13.1pp | 67.2%+27.4pp |
| Annual return | 16.26% | 20.62%-4.4pp | 49.32%-33.1pp | 1367.51%-1351.3pp |
| Employer contribution / active EE | $2,125 | $3,015-29.5% | $3,946-46.1% | $2,624-19.0% |
| Participant deferral / active EE | $3,109 | $7,752-59.9% | $8,084-61.5% | $4,348-28.5% |
| Admin fee / account holder | $2,286 | $1,331+71.7% | $7,893-71.0% | $1,944+17.6% |