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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 | $5,022 | $88,203-94.3% | $165,100-97.0% | $74,478-93.3% |
| Participation rate | 77.3% | 73.1%+4.1pp | 78.6%-1.4pp | 67.2%+10.1pp |
| Annual return | 17.15% | 17.13%0pp | 70.21%-53.1pp | 1370.56%-1353.4pp |
| Employer contribution / active EE | $0 | $2,601-100.0% | $4,348-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,121 | $4,505-75.1% | $6,035-81.4% | $4,350-74.2% |
| Admin fee / account holder | $513 | $2,235-77.0% | $12,696-96.0% | $1,946-73.6% |