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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 | $13,629 | $59,116-76.9% | $86,438-84.2% | $68,486-80.1% |
| Participation rate | 89.0% | 75.2%+13.8pp | 80.3%+8.7pp | 67.9%+21.1pp |
| Annual return | -20.29% | -0.23%-20.1pp | 4397.19%-4417.5pp | -7.85%-12.4pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,234 | $5,902+5.6% | $6,952-10.3% | $4,028+54.8% |
| Admin fee / account holder | $1,412 | $5,639-75.0% | $6,733-79.0% | $5,404-73.9% |