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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 | $35,671 | $138,385-74.2% | $184,243-80.6% | $80,925-55.9% |
| Participation rate | 93.8% | 83.9%+9.9pp | 86.8%+7.0pp | 67.7%+26.2pp |
| Annual return | 32.69% | 20.02%+12.7pp | 28.82%+3.9pp | 35.65%-3.0pp |
| Employer contribution / active EE | $1,330 | $4,851-72.6% | $6,427-79.3% | $2,756-51.7% |
| Participant deferral / active EE | $5,605 | $7,075-20.8% | $9,132-38.6% | $4,299+30.4% |
| Admin fee / account holder | $7,678 | $10,489-26.8% | $13,914-44.8% | $6,940+10.6% |