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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 | $93,345-62.7% | $119,126-70.8% | $87,485-60.2% |
| Participation rate | 96.8% | 68.7%+28.1pp | 75.8%+21.0pp | 68.9%+27.9pp |
| Annual return | 15.30% | 19.08%-3.8pp | 282.11%-266.8pp | 26.06%-10.8pp |
| Employer contribution / active EE | $210 | $3,172-93.4% | $4,034-94.8% | $2,596-91.9% |
| Participant deferral / active EE | $3,991 | $4,099-2.6% | $5,318-25.0% | $4,274-6.6% |
| Admin fee / account holder | $5,046 | $8,039-37.2% | $10,693-52.8% | $7,775-35.1% |