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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 | $65,084-80.2% | $67,681-81.0% | $64,340-80.0% |
| Participation rate | 91.6% | 66.7%+24.8pp | 73.7%+17.9pp | 55.2%+36.3pp |
| Annual return | 5.63% | 20.50%-14.9pp | 590.58%-585.0pp | 24.14%-18.5pp |
| Employer contribution / active EE | $295 | $2,398-87.7% | $2,678-89.0% | $1,862-84.1% |
| Participant deferral / active EE | $1,182 | $3,210-63.2% | $3,976-70.3% | $2,980-60.4% |
| Admin fee / account holder | $677 | $1,415-52.2% | $6,100-88.9% | $3,703-81.7% |