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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 | $19,036 | $55,889-65.9% | $76,119-75.0% | $80,935-76.5% |
| Participation rate | 71.8% | 62.1%+9.7pp | 69.1%+2.7pp | 67.7%+4.1pp |
| Annual return | 14.98% | 20.58%-5.6pp | 361.25%-346.3pp | 35.66%-20.7pp |
| Employer contribution / active EE | $458 | $1,866-75.5% | $2,693-83.0% | $2,757-83.4% |
| Participant deferral / active EE | $388 | $3,051-87.3% | $4,259-90.9% | $4,299-91.0% |
| Admin fee / account holder | $2,102 | $5,241-59.9% | $6,421-67.3% | $6,924-69.6% |