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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 | $70,107 | $48,364+45.0% | $71,796-2.4% | $62,881+11.5% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 5.60% | 13.16%-7.6pp | 78.04%-72.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $6,946 | $1,042+566.7% | $1,924+261.0% | $2,281+204.5% |
| Participant deferral / active EE | $572 | $2,091-72.6% | $2,794-79.5% | $3,203-82.1% |
| Admin fee / account holder | $4,499 | $3,771+19.3% | $4,815-6.6% | $4,296+4.7% |