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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 | $3,591 | $84,493-95.7% | $125,381-97.1% | $66,938-94.6% |
| Participation rate | 98.1% | 76.4%+21.7pp | 82.4%+15.7pp | 69.8%+28.2pp |
| Annual return | -23.64% | -8.49%-15.1pp | 572.31%-595.9pp | 1.58%-25.2pp |
| Employer contribution / active EE | $1,141 | $3,554-67.9% | $4,815-76.3% | $2,545-55.2% |
| Participant deferral / active EE | $1,479 | $6,783-78.2% | $7,448-80.1% | $4,238-65.1% |
| Admin fee / account holder | $432 | $685-36.9% | $10,007-95.7% | $594-27.2% |