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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.
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 | $31,026 | $93,345-66.8% | $119,126-74.0% | $87,485-64.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 9.86% | 19.08%-9.2pp | 282.11%-272.2pp | 26.06%-16.2pp |
| Employer contribution / active EE | $4,518 | $3,172+42.4% | $4,034+12.0% | $2,596+74.0% |
| Participant deferral / active EE | $1,764 | $4,099-57.0% | $5,318-66.8% | $4,274-58.7% |
| Admin fee / account holder | $2,650 | $8,039-67.0% | $10,693-75.2% | $7,775-65.9% |