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Employer 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 | $11,825 | $63,346-81.3% | $92,240-87.2% | $70,126-83.1% |
| Participation rate | 87.8% | 68.7%+19.2pp | 76.5%+11.4pp | 69.5%+18.3pp |
| Annual return | 12.07% | 530.19%-518.1pp | 176.29%-164.2pp | 73.15%-61.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,691 | $2,854-40.7% | $3,897-56.6% | $3,332-49.2% |
| Admin fee / account holder | $607 | $3,841-84.2% | $5,194-88.3% | $4,645-86.9% |