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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 | $77,670-77.9% | $125,529-86.3% | $65,306-73.7% |
| Participation rate | 70.5% | 63.2%+7.3pp | 74.7%-4.2pp | 57.7%+12.8pp |
| Annual return | 8.84% | 15.16%-6.3pp | 202.56%-193.7pp | 21.94%-13.1pp |
| Employer contribution / active EE | $908 | $2,099-56.8% | $3,058-70.3% | $1,967-53.9% |
| Participant deferral / active EE | $109 | $3,095-96.5% | $4,813-97.7% | $2,959-96.3% |
| Admin fee / account holder | $1,411 | $3,598-60.8% | $16,298-91.3% | $3,480-59.5% |