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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 | $9,157 | $55,472-83.5% | $155,567-94.1% | $74,546-87.7% |
| Participation rate | 75.2% | 61.9%+13.3pp | 78.2%-3.0pp | 67.2%+8.0pp |
| Annual return | 9.76% | 268.72%-259.0pp | 64.74%-55.0pp | 1366.03%-1356.3pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,077 | $2,838-26.8% | $5,628-63.1% | $4,347-52.2% |
| Admin fee / account holder | $510 | $1,743-70.7% | $15,916-96.8% | $1,944-73.7% |