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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 | $18,562 | $69,383-73.2% | $101,275-81.7% | $73,497-74.7% |
| Participation rate | 94.3% | 68.4%+26.0pp | 75.8%+18.5pp | 70.7%+23.7pp |
| Annual return | 9.26% | 18.46%-9.2pp | 46.48%-37.2pp | 28.51%-19.3pp |
| Employer contribution / active EE | $401 | $2,628-84.7% | $3,660-89.0% | $2,270-82.3% |
| Participant deferral / active EE | $1,853 | $3,301-43.9% | $4,371-57.6% | $3,740-50.4% |
| Admin fee / account holder | $1,515 | $704+115.2% | $5,948-74.5% | $513+195.2% |