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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 | $14,715 | $75,541-80.5% | $152,093-90.3% | $82,637-82.2% |
| Participation rate | 88.2% | 66.5%+21.7pp | 77.8%+10.5pp | 68.1%+20.2pp |
| Annual return | 7.47% | 32.56%-25.1pp | 66.36%-58.9pp | 53.51%-46.0pp |
| Employer contribution / active EE | $1,471 | $2,622-43.9% | $4,175-64.8% | $2,552-42.4% |
| Participant deferral / active EE | $508 | $3,206-84.1% | $5,451-90.7% | $4,126-87.7% |
| Admin fee / account holder | $430 | $6,405-93.3% | $14,497-97.0% | $7,339-94.1% |