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Employer 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 | $16,006 | $64,909-75.3% | $82,312-80.6% | $62,293-74.3% |
| Participation rate | 98.1% | 74.9%+23.2pp | 76.9%+21.2pp | 69.5%+28.6pp |
| Annual return | 11.21% | 21.18%-10.0pp | 25.88%-14.7pp | 28.90%-17.7pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,724 | $3,103-44.5% | $3,706-53.5% | $3,169-45.6% |
| Admin fee / account holder | $742 | $440+68.8% | $5,608-86.8% | $479+54.8% |