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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 | $77,814-81.1% | $158,223-90.7% | $86,983-83.1% |
| Participation rate | 88.2% | 68.4%+19.8pp | 79.2%+9.0pp | 69.5%+18.7pp |
| Annual return | 7.47% | 30.54%-23.1pp | 52.09%-44.6pp | 25.83%-18.4pp |
| Employer contribution / active EE | $1,471 | $2,592-43.3% | $4,109-64.2% | $2,584-43.1% |
| Participant deferral / active EE | $508 | $3,270-84.4% | $5,467-90.7% | $4,194-87.9% |
| Admin fee / account holder | $430 | $5,879-92.7% | $16,047-97.3% | $7,856-94.5% |