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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 | $16,627 | $81,504-79.6% | $102,437-83.8% | $80,959-79.5% |
| Participation rate | 96.8% | 66.9%+30.0pp | 74.5%+22.3pp | 67.7%+29.2pp |
| Annual return | 15.15% | 25.60%-10.5pp | 24.95%-9.8pp | 35.67%-20.5pp |
| Employer contribution / active EE | $261 | $3,104-91.6% | $3,871-93.2% | $2,757-90.5% |
| Participant deferral / active EE | $2,654 | $3,871-31.4% | $5,060-47.6% | $4,300-38.3% |
| Admin fee / account holder | $703 | $6,719-89.5% | $8,388-91.6% | $6,925-89.8% |