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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 | $5,913 | $82,674-92.8% | $125,381-95.3% | $68,486-91.4% |
| Participation rate | 89.9% | 75.1%+14.8pp | 82.4%+7.5pp | 67.9%+22.0pp |
| Annual return | -20.95% | -5.97%-15.0pp | 572.31%-593.3pp | -7.85%-13.1pp |
| Employer contribution / active EE | $1,271 | $3,382-62.4% | $4,815-73.6% | $2,597-51.1% |
| Participant deferral / active EE | $2,160 | $6,111-64.6% | $7,448-71.0% | $4,028-46.4% |
| Admin fee / account holder | $514 | $6,277-91.8% | $10,007-94.9% | $5,404-90.5% |