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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 | $12,871 | $64,705-80.1% | $62,929-79.5% | $67,986-81.1% |
| Participation rate | 91.6% | 65.6%+26.0pp | 73.1%+18.5pp | 57.2%+34.4pp |
| Annual return | 5.63% | 20.31%-14.7pp | 1063.93%-1058.3pp | 31.67%-26.0pp |
| Employer contribution / active EE | $295 | $2,376-87.6% | $2,505-88.2% | $2,019-85.4% |
| Participant deferral / active EE | $1,182 | $3,198-63.1% | $3,888-69.6% | $3,358-64.8% |
| Admin fee / account holder | $677 | $1,428-52.6% | $5,065-86.6% | $3,203-78.9% |