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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 | $17,158 | $80,705-78.7% | $115,768-85.2% | $67,986-74.8% |
| Participation rate | 70.5% | 63.0%+7.5pp | 74.4%-3.9pp | 57.2%+13.3pp |
| Annual return | 8.84% | 18.49%-9.6pp | 100.46%-91.6pp | 31.67%-22.8pp |
| Employer contribution / active EE | $908 | $2,046-55.6% | $2,940-69.1% | $2,019-55.0% |
| Participant deferral / active EE | $109 | $3,559-96.9% | $4,917-97.8% | $3,358-96.8% |
| Admin fee / account holder | $1,411 | $4,135-65.9% | $12,439-88.7% | $3,203-56.0% |