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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 | $863 | $54,674-98.4% | $76,089-98.9% | $74,429-98.8% |
| Participation rate | 89.3% | 60.3%+29.0pp | 69.1%+20.2pp | 67.2%+22.1pp |
| Annual return | -1.11% | 31.89%-33.0pp | 360.94%-362.1pp | 1368.38%-1369.5pp |
| Employer contribution / active EE | $391 | $1,781-78.0% | $2,690-85.5% | $2,625-85.1% |
| Participant deferral / active EE | $794 | $3,071-74.1% | $4,259-81.3% | $4,348-81.7% |
| Admin fee / account holder | $322 | $2,238-85.6% | $6,418-95.0% | $1,944-83.5% |