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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 | $96,731-67.9% | $123,973-75.0% | $86,983-64.3% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 9.86% | 17.33%-7.5pp | 388.13%-378.3pp | 25.83%-16.0pp |
| Employer contribution / active EE | $4,518 | $3,297+37.0% | $4,126+9.5% | $2,584+74.8% |
| Participant deferral / active EE | $1,764 | $4,152-57.5% | $5,247-66.4% | $4,194-57.9% |
| Admin fee / account holder | $2,650 | $8,722-69.6% | $11,799-77.5% | $7,856-66.3% |