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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 | $11,308 | $85,169-86.7% | $172,755-93.5% | $72,983-84.5% |
| Participation rate | 97.1% | 70.1%+27.0pp | 82.6%+14.4pp | 69.5%+27.6pp |
| Annual return | 15.38% | 27.32%-11.9pp | 802.94%-787.6pp | 81.01%-65.6pp |
| Employer contribution / active EE | $2,545 | $3,324-23.4% | $5,144-50.5% | $2,440+4.3% |
| Participant deferral / active EE | $127 | $3,260-96.1% | $5,198-97.6% | $3,608-96.5% |
| Admin fee / account holder | $1,258 | $5,880-78.6% | $13,955-91.0% | $5,124-75.4% |