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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 | $79,089-89.5% | $100,392-91.7% | $74,459-88.8% |
| Participation rate | 94.6% | 79.4%+15.2pp | 81.5%+13.1pp | 67.2%+27.4pp |
| Annual return | 16.26% | 20.61%-4.4pp | 49.45%-33.2pp | 1369.70%-1353.4pp |
| Employer contribution / active EE | $2,125 | $3,015-29.5% | $3,941-46.1% | $2,626-19.1% |
| Participant deferral / active EE | $3,109 | $7,747-59.9% | $8,090-61.6% | $4,350-28.5% |
| Admin fee / account holder | $2,286 | $1,336+71.1% | $7,904-71.1% | $1,945+17.5% |