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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 | $10,365 | $45,050-77.0% | $63,018-83.6% | $70,126-85.2% |
| Participation rate | 97.6% | 69.5%+28.1pp | 74.8%+22.8pp | 69.5%+28.1pp |
| Annual return | 8.96% | 18.76%-9.8pp | 87.62%-78.7pp | 73.15%-64.2pp |
| Employer contribution / active EE | $1,294 | $2,052-36.9% | $2,761-53.1% | $2,343-44.8% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $915 | $2,834-67.7% | $3,601-74.6% | $4,645-80.3% |