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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 | $7,811 | $53,162-85.3% | $91,227-91.4% | $68,490-88.6% |
| Participation rate | 72.9% | 63.2%+9.7pp | 73.2%-0.3pp | 67.9%+5.0pp |
| Annual return | -33.60% | -3.14%-30.5pp | 114.14%-147.7pp | -7.85%-25.7pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,662 | $2,974+191.3% | $4,234+104.6% | $4,028+115.1% |
| Admin fee / account holder | $470 | $4,493-89.5% | $5,423-91.3% | $5,403-91.3% |