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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 | $6,162 | $78,682-92.2% | $109,188-94.4% | $85,851-92.8% |
| Participation rate | 93.3% | 68.3%+25.1pp | 75.9%+17.5pp | 69.3%+24.0pp |
| Annual return | -0.23% | 25.09%-25.3pp | 25.76%-26.0pp | 318.63%-318.9pp |
| Employer contribution / active EE | $381 | $2,734-86.1% | $3,723-89.8% | $2,565-85.1% |
| Participant deferral / active EE | $1,783 | $3,468-48.6% | $4,654-61.7% | $3,952-54.9% |
| Admin fee / account holder | $549 | $5,470-90.0% | $6,755-91.9% | $6,261-91.2% |