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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 | $77,569-77.9% | $115,599-85.2% | $64,097-73.2% |
| Participation rate | 70.5% | 60.7%+9.9pp | 74.3%-3.8pp | 55.2%+15.3pp |
| Annual return | 8.84% | 18.52%-9.7pp | 111.10%-102.3pp | 34.64%-25.8pp |
| Employer contribution / active EE | $908 | $1,915-52.6% | $2,955-69.3% | $1,891-52.0% |
| Participant deferral / active EE | $109 | $3,327-96.7% | $4,889-97.8% | $3,080-96.5% |
| Admin fee / account holder | $1,411 | $4,470-68.4% | $12,841-89.0% | $3,454-59.2% |