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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 | $8,600 | $77,814-88.9% | $158,223-94.6% | $86,983-90.1% |
| Participation rate | 77.6% | 68.4%+9.2pp | 79.2%-1.6pp | 69.5%+8.1pp |
| Annual return | 11.84% | 30.54%-18.7pp | 52.09%-40.2pp | 25.83%-14.0pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,178 | $3,270-64.0% | $5,467-78.5% | $4,194-71.9% |
| Admin fee / account holder | $4,033 | $5,879-31.4% | $16,047-74.9% | $7,856-48.7% |