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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 | $6,590 | $57,352-88.5% | $83,831-92.1% | $64,173-89.7% |
| Participation rate | 87.3% | 68.6%+18.7pp | 76.1%+11.2pp | 69.6%+17.7pp |
| Annual return | -9.29% | 11.38%-20.7pp | 850.99%-860.3pp | 7.63%-16.9pp |
| Employer contribution / active EE | $2,896 | $2,546+13.8% | $3,631-20.2% | $2,381+21.6% |
| Participant deferral / active EE | $236 | $2,993-92.1% | $4,082-94.2% | $3,470-93.2% |
| Admin fee / account holder | $598 | $4,046-85.2% | $5,479-89.1% | $4,887-87.8% |