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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.)
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 | $19,405 | $63,346-69.4% | $92,240-79.0% | $70,126-72.3% |
| Participation rate | 71.6% | 68.7%+3.0pp | 76.5%-4.9pp | 69.5%+2.1pp |
| Annual return | 19.06% | 530.19%-511.1pp | 176.29%-157.2pp | 73.15%-54.1pp |
| Employer contribution / active EE | $7,803 | $2,471+215.7% | $3,680+112.0% | $2,343+233.1% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $900 | $3,841-76.6% | $5,194-82.7% | $4,645-80.6% |