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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 | $8,919 | $73,102-87.8% | $123,549-92.8% | $56,287-84.2% |
| Participation rate | 89.7% | 74.3%+15.4pp | 82.3%+7.4pp | 69.9%+19.9pp |
| Annual return | -9.40% | 3.01%-12.4pp | 119.20%-128.6pp | -9.96%+0.6pp |
| Employer contribution / active EE | $223 | $2,977-92.5% | $4,628-95.2% | $2,111-89.4% |
| Participant deferral / active EE | $4,228 | $5,423-22.0% | $6,426-34.2% | $3,350+26.2% |
| Admin fee / account holder | $317 | $554-42.8% | $9,284-96.6% | $521-39.2% |