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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 | $6,876 | $91,198-92.5% | $178,503-96.1% | $79,856-91.4% |
| Participation rate | 90.2% | 69.2%+21.0pp | 81.9%+8.3pp | 69.6%+20.6pp |
| Annual return | 3.26% | 24.20%-20.9pp | 151.12%-147.9pp | 31.71%-28.5pp |
| Employer contribution / active EE | $1,232 | $3,257-62.2% | $5,011-75.4% | $2,471-50.1% |
| Participant deferral / active EE | $824 | $3,237-74.5% | $5,202-84.2% | $3,741-78.0% |
| Admin fee / account holder | $1,799 | $6,748-73.3% | $13,987-87.1% | $5,306-66.1% |