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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 | $35,231 | $122,063-71.1% | $184,256-80.9% | $74,478-52.7% |
| Participation rate | 71.5% | 85.5%-13.9pp | 86.8%-15.3pp | 67.2%+4.3pp |
| Annual return | 17.26% | 19.92%-2.7pp | 28.85%-11.6pp | 1370.56%-1353.3pp |
| Employer contribution / active EE | $1,158 | $4,539-74.5% | $6,427-82.0% | $2,626-55.9% |
| Participant deferral / active EE | $4,412 | $7,144-38.2% | $9,133-51.7% | $4,350+1.4% |
| Admin fee / account holder | $2,079 | $1,253+66.0% | $13,899-85.0% | $1,946+6.9% |