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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 | $23,132 | $82,879-72.1% | $96,576-76.0% | $67,986-66.0% |
| Participation rate | 80.4% | 75.2%+5.2pp | 81.4%-1.0pp | 57.2%+23.2pp |
| Annual return | 96.41% | 36.90%+59.5pp | 38.47%+57.9pp | 31.67%+64.7pp |
| Employer contribution / active EE | $111 | $2,727-95.9% | $3,553-96.9% | $2,019-94.5% |
| Participant deferral / active EE | $8,342 | $6,976+19.6% | $7,956+4.8% | $3,358+148.4% |
| Admin fee / account holder | $1,780 | $2,783-36.0% | $11,381-84.4% | $3,203-44.4% |