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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 | $27,350 | $67,602-59.5% | $82,312-66.8% | $70,126-61.0% |
| Participation rate | 88.3% | 72.8%+15.5pp | 76.9%+11.4pp | 69.5%+18.8pp |
| Annual return | 15.09% | 21.57%-6.5pp | 25.88%-10.8pp | 73.15%-58.1pp |
| Employer contribution / active EE | $2,766 | $1,755+57.6% | $2,428+13.9% | $2,343+18.1% |
| Participant deferral / active EE | $199 | $2,987-93.3% | $3,706-94.6% | $3,332-94.0% |
| Admin fee / account holder | $1,965 | $4,512-56.4% | $5,608-65.0% | $4,645-57.7% |