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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 | $55,423-99.1% | $155,602-99.7% | $74,400-99.3% |
| Participation rate | 76.2% | 61.9%+14.3pp | 78.2%-2.0pp | 67.2%+9.0pp |
| Annual return | 8.96% | 269.07%-260.1pp | 64.81%-55.8pp | 1367.51%-1358.5pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $628 | $2,835-77.8% | $5,629-88.8% | $4,348-85.5% |
| Admin fee / account holder | $368 | $1,744-78.9% | $15,923-97.7% | $1,944-81.1% |