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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 | $30,621 | $65,364-53.2% | $92,909-67.0% | $72,975-58.0% |
| Participation rate | 85.9% | 68.3%+17.6pp | 76.0%+9.9pp | 69.5%+16.4pp |
| Annual return | 9.71% | 42.11%-32.4pp | 109.44%-99.7pp | 81.01%-71.3pp |
| Employer contribution / active EE | $8,497 | $2,594+227.5% | $3,653+132.6% | $2,440+248.2% |
| Participant deferral / active EE | $406 | $3,128-87.0% | $4,238-90.4% | $3,608-88.8% |
| Admin fee / account holder | $8,524 | $4,251+100.5% | $5,795+47.1% | $5,124+66.3% |