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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 | $6,513 | $69,774-90.7% | $67,561-90.4% | $74,429-91.2% |
| Participation rate | 98.3% | 71.4%+26.9pp | 72.9%+25.4pp | 67.2%+31.1pp |
| Annual return | 9.77% | -40.53%+50.3pp | 3525.44%-3515.7pp | 1368.38%-1358.6pp |
| Employer contribution / active EE | $1,280 | $2,710-52.8% | $2,735-53.2% | $2,625-51.2% |
| Participant deferral / active EE | $817 | $3,636-77.5% | $4,003-79.6% | $4,348-81.2% |
| Admin fee / account holder | $1,415 | $890+59.0% | $4,006-64.7% | $1,944-27.2% |