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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 | $4,101 | $95,369-95.7% | $135,942-97.0% | $74,440-94.5% |
| Participation rate | 76.7% | 78.2%-1.5pp | 81.9%-5.2pp | 70.7%+6.0pp |
| Annual return | 14.95% | 32.72%-17.8pp | 68.28%-53.3pp | 34.37%-19.4pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,858-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,692 | $7,788-78.3% | $7,759-78.2% | $4,529-62.6% |
| Admin fee / account holder | $632 | $266+137.5% | $10,764-94.1% | $348+81.8% |