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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.)
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 | $14,184 | $101,672-86.0% | $147,117-90.4% | $74,478-81.0% |
| Participation rate | 90.0% | 75.5%+14.5pp | 82.2%+7.8pp | 67.2%+22.8pp |
| Annual return | 12.86% | 8757.83%-8745.0pp | 420.54%-407.7pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,045 | $7,305-58.3% | $8,065-62.2% | $4,350-30.0% |
| Admin fee / account holder | $612 | $1,753-65.1% | $12,993-95.3% | $1,946-68.5% |