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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 | $4,969 | $73,955-93.3% | $96,520-94.9% | $75,181-93.4% |
| Participation rate | 80.0% | 66.4%+13.6pp | 74.3%+5.7pp | 67.2%+12.8pp |
| Annual return | 9.79% | 26.72%-16.9pp | 35.72%-25.9pp | 160.69%-150.9pp |
| Employer contribution / active EE | $2,869 | $2,930-2.1% | $3,739-23.3% | $2,671+7.4% |
| Participant deferral / active EE | $751 | $3,659-79.5% | $4,879-84.6% | $4,126-81.8% |
| Admin fee / account holder | $649 | $5,217-87.6% | $6,733-90.4% | $5,650-88.5% |