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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 | $1,240 | $16,790-92.6% | $64,489-98.1% | $67,986-98.2% |
| Participation rate | 92.3% | 62.4%+29.8pp | 67.7%+24.6pp | 57.2%+35.0pp |
| Annual return | 13.84% | 30.55%-16.7pp | 55.03%-41.2pp | 31.67%-17.8pp |
| Employer contribution / active EE | $322 | $648-50.3% | $1,523-78.9% | $2,019-84.0% |
| Participant deferral / active EE | $652 | $1,510-56.8% | $2,778-76.5% | $3,358-80.6% |
| Admin fee / account holder | $509 | $1,690-69.9% | $4,260-88.1% | $3,203-84.1% |