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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 | $8,541 | $49,280-82.7% | $67,313-87.3% | $64,181-86.7% |
| Participation rate | 98.1% | 60.8%+37.3pp | 69.1%+29.0pp | 69.6%+28.5pp |
| Annual return | -11.15% | -1.39%-9.8pp | -4.08%-7.1pp | 7.63%-18.8pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,129 | $2,484+106.5% | $3,568+43.7% | $3,470+47.8% |
| Admin fee / account holder | $1,198 | $3,863-69.0% | $4,507-73.4% | $4,887-75.5% |