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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 | $6,188 | $47,479-87.0% | $62,929-90.2% | $82,448-92.5% |
| Participation rate | 94.4% | 66.9%+27.5pp | 73.1%+21.3pp | 68.1%+26.3pp |
| Annual return | 10.89% | 20.34%-9.5pp | 1063.93%-1053.0pp | 41.64%-30.7pp |
| Employer contribution / active EE | $17 | $1,885-99.1% | $2,505-99.3% | $2,551-99.3% |
| Participant deferral / active EE | $924 | $2,870-67.8% | $3,888-76.2% | $4,139-77.7% |
| Admin fee / account holder | $423 | $3,804-88.9% | $5,065-91.7% | $7,234-94.2% |