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Employer 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 | $45,497 | $42,914+6.0% | $60,888-25.3% | $68,498-33.6% |
| Participation rate | 83.8% | 66.8%+17.0pp | 73.1%+10.7pp | 67.9%+15.9pp |
| Annual return | -18.90% | -13.99%-4.9pp | 16.91%-35.8pp | -7.84%-11.1pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,833 | $2,868+33.6% | $3,817+0.4% | $4,027-4.8% |
| Admin fee / account holder | $4,956 | $3,102+59.7% | $3,225+53.7% | $5,403-8.3% |