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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 | $6,873 | $91,424-92.5% | $135,942-94.9% | $71,495-90.4% |
| Participation rate | 75.5% | 75.7%-0.1pp | 81.9%-6.4pp | 67.9%+7.6pp |
| Annual return | 9.73% | 29.90%-20.2pp | 68.28%-58.6pp | 28.85%-19.1pp |
| Employer contribution / active EE | $0 | $3,704-100.0% | $4,858-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,309 | $7,092-81.5% | $7,759-83.1% | $4,291-69.5% |
| Admin fee / account holder | $446 | $1,266-64.8% | $10,764-95.9% | $1,588-71.9% |