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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 | $4,375 | $100,003-95.6% | $146,685-97.0% | $85,856-94.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 9.17% | 18.93%-9.8pp | 22.75%-13.6pp | 318.58%-309.4pp |
| Employer contribution / active EE | $1,493 | $2,559-41.7% | $4,137-63.9% | $2,565-41.8% |
| Participant deferral / active EE | $1,807 | $4,006-54.9% | $5,507-67.2% | $3,952-54.3% |
| Admin fee / account holder | $709 | $7,704-90.8% | $10,281-93.1% | $6,261-88.7% |