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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 | $511 | $55,472-99.1% | $155,567-99.7% | $74,546-99.3% |
| Participation rate | 76.2% | 61.9%+14.3pp | 78.2%-2.0pp | 67.2%+9.0pp |
| Annual return | 8.96% | 268.72%-259.8pp | 64.74%-55.8pp | 1366.03%-1357.1pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $628 | $2,838-77.9% | $5,628-88.8% | $4,347-85.5% |
| Admin fee / account holder | $368 | $1,743-78.9% | $15,916-97.7% | $1,944-81.1% |