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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 | $4,472 | $85,171-94.7% | $172,752-97.4% | $72,975-93.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 11.57% | 27.32%-15.7pp | 802.97%-791.4pp | 81.01%-69.4pp |
| Employer contribution / active EE | $1,024 | $3,324-69.2% | $5,144-80.1% | $2,440-58.0% |
| Participant deferral / active EE | $603 | $3,260-81.5% | $5,198-88.4% | $3,608-83.3% |
| Admin fee / account holder | $775 | $5,880-86.8% | $13,955-94.4% | $5,124-84.9% |