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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 | $104,362 | $107,421-2.8% | $182,262-42.7% | $94,015+11.0% |
| Participation rate | 98.9% | 77.8%+21.1pp | 84.2%+14.7pp | 70.8%+28.1pp |
| Annual return | 255.97% | 21.32%+234.6pp | 140.60%+115.4pp | 17.84%+238.1pp |
| Employer contribution / active EE | $356 | $3,448-89.7% | $5,046-92.9% | $2,790-87.2% |
| Participant deferral / active EE | $6,549 | $6,558-0.1% | $8,276-20.9% | $4,249+54.1% |
| Admin fee / account holder | $2,534 | $8,692-70.8% | $16,712-84.8% | $8,951-71.7% |