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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 | $57,039 | $82,674-31.0% | $125,381-54.5% | $68,486-16.7% |
| Participation rate | 88.8% | 75.1%+13.7pp | 82.4%+6.4pp | 67.9%+20.9pp |
| Annual return | -16.59% | -5.97%-10.6pp | 572.31%-588.9pp | -7.85%-8.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,471 | $6,111+55.0% | $7,448+27.2% | $4,028+135.1% |
| Admin fee / account holder | $2,249 | $6,277-64.2% | $10,007-77.5% | $5,404-58.4% |