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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.)
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 | $68,479 | $51,184+33.8% | $66,439+3.1% | $86,983-21.3% |
| Participation rate | 82.3% | 68.5%+13.8pp | 74.5%+7.8pp | 69.5%+12.7pp |
| Annual return | 17.04% | 17.07%0pp | 757.66%-740.6pp | 25.83%-8.8pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,872 | $2,927+32.3% | $3,876-0.1% | $4,194-7.7% |
| Admin fee / account holder | $2,161 | $4,154-48.0% | $6,173-65.0% | $7,856-72.5% |