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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 | $34,798 | $96,731-64.0% | $123,973-71.9% | $86,983-60.0% |
| Participation rate | 96.8% | 70.0%+26.8pp | 76.7%+20.2pp | 69.5%+27.3pp |
| Annual return | 15.30% | 17.33%-2.0pp | 388.13%-372.8pp | 25.83%-10.5pp |
| Employer contribution / active EE | $210 | $3,297-93.6% | $4,126-94.9% | $2,584-91.9% |
| Participant deferral / active EE | $3,991 | $4,152-3.9% | $5,247-23.9% | $4,194-4.8% |
| Admin fee / account holder | $5,046 | $8,722-42.2% | $11,799-57.2% | $7,856-35.8% |