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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 | $14,641 | $55,889-73.8% | $76,119-80.8% | $80,935-81.9% |
| Participation rate | 93.6% | 62.1%+31.6pp | 69.1%+24.5pp | 67.7%+26.0pp |
| Annual return | 29.51% | 20.58%+8.9pp | 361.25%-331.7pp | 35.66%-6.1pp |
| Employer contribution / active EE | $5,603 | $1,866+200.3% | $2,693+108.1% | $2,757+103.2% |
| Participant deferral / active EE | $534 | $3,051-82.5% | $4,259-87.5% | $4,299-87.6% |
| Admin fee / account holder | $2,176 | $5,241-58.5% | $6,421-66.1% | $6,924-68.6% |