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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $4,015 | $95,383-95.8% | $185,837-97.8% | $85,856-95.3% |
| Participation rate | 71.4% | 68.8%+2.7pp | 81.7%-10.3pp | 69.3%+2.1pp |
| Annual return | 7.14% | 23.59%-16.5pp | 122.08%-114.9pp | 318.58%-311.4pp |
| Employer contribution / active EE | $0 | $3,313-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,888 | $3,423-15.6% | $5,568-48.1% | $3,952-26.9% |
| Admin fee / account holder | $753 | $7,213-89.6% | $16,241-95.4% | $6,261-88.0% |