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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,512 | $45,602-33.1% | $117,498-74.0% | $66,930-54.4% |
| Participation rate | 78.1% | 57.6%+20.4pp | 70.6%+7.5pp | 69.8%+8.3pp |
| Annual return | -18.59% | -16.74%-1.9pp | 29.75%-48.3pp | 1.57%-20.2pp |
| Employer contribution / active EE | $14 | $1,579-99.1% | $4,178-99.7% | $2,545-99.5% |
| Participant deferral / active EE | $4,809 | $2,845+69.0% | $4,071+18.1% | $4,238+13.5% |
| Admin fee / account holder | $2,330 | $661+252.7% | $5,646-58.7% | $593+292.6% |