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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 | $40,815 | $78,670-48.1% | $109,173-62.6% | $85,847-52.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 17.09% | 25.09%-8.0pp | 25.75%-8.7pp | 318.61%-301.5pp |
| Employer contribution / active EE | $6,265 | $2,734+129.2% | $3,723+68.3% | $2,565+144.2% |
| Participant deferral / active EE | $1,324 | $3,467-61.8% | $4,654-71.6% | $3,952-66.5% |
| Admin fee / account holder | $4,380 | $5,469-19.9% | $6,755-35.2% | $6,261-30.0% |