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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 | $17,615 | $63,346-72.2% | $92,239-80.9% | $70,124-74.9% |
| Participation rate | 93.5% | 68.7%+24.8pp | 76.5%+17.0pp | 69.5%+23.9pp |
| Annual return | 6.96% | 530.19%-523.2pp | 176.29%-169.3pp | 73.14%-66.2pp |
| Employer contribution / active EE | $17,939 | $2,471+625.9% | $3,680+387.5% | $2,342+665.8% |
| Participant deferral / active EE | $650 | $2,854-77.2% | $3,897-83.3% | $3,332-80.5% |
| Admin fee / account holder | $4,329 | $3,841+12.7% | $5,194-16.6% | $4,645-6.8% |