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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 | $7,380 | $55,449-86.7% | $83,831-91.2% | $56,289-86.9% |
| Participation rate | 74.8% | 68.0%+6.8pp | 76.1%-1.3pp | 69.9%+5.0pp |
| Annual return | -22.73% | -1.38%-21.3pp | 850.99%-873.7pp | -9.96%-12.8pp |
| Employer contribution / active EE | $337 | $2,430-86.1% | $3,631-90.7% | $2,111-84.1% |
| Participant deferral / active EE | $3,412 | $2,935+16.2% | $4,082-16.4% | $3,350+1.9% |
| Admin fee / account holder | $375 | $656-42.8% | $5,479-93.1% | $521-27.9% |