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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 | $2,132 | $58,275-96.3% | $81,844-97.4% | $80,935-97.4% |
| Participation rate | 98.8% | 63.5%+35.3pp | 72.4%+26.4pp | 67.7%+31.1pp |
| Annual return | 10.20% | 41.82%-31.6pp | 778.87%-768.7pp | 35.66%-25.5pp |
| Employer contribution / active EE | $260 | $2,346-88.9% | $2,916-91.1% | $2,757-90.6% |
| Participant deferral / active EE | $787 | $3,285-76.0% | $4,323-81.8% | $4,299-81.7% |
| Admin fee / account holder | $832 | $4,749-82.5% | $7,355-88.7% | $6,924-88.0% |