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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 | $5,122 | $55,446-90.8% | $155,574-96.7% | $74,429-93.1% |
| Participation rate | 85.6% | 61.9%+23.7pp | 78.2%+7.4pp | 67.2%+18.4pp |
| Annual return | 8.74% | 269.20%-260.5pp | 64.87%-56.1pp | 1368.38%-1359.6pp |
| Employer contribution / active EE | $251 | $2,266-88.9% | $4,676-94.6% | $2,625-90.5% |
| Participant deferral / active EE | $1,034 | $2,836-63.5% | $5,629-81.6% | $4,348-76.2% |
| Admin fee / account holder | $1,562 | $1,743-10.4% | $15,914-90.2% | $1,944-19.7% |