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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 | $12,806 | $106,524-88.0% | $152,301-91.6% | $87,485-85.4% |
| Participation rate | 97.9% | 75.8%+22.2pp | 82.4%+15.5pp | 68.9%+29.0pp |
| Annual return | 28.08% | 26.89%+1.2pp | 80.50%-52.4pp | 26.06%+2.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,294 | $6,525-18.9% | $8,004-33.9% | $4,274+23.9% |
| Admin fee / account holder | $813 | $8,287-90.2% | $14,398-94.4% | $7,775-89.5% |