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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 | $106,749-2.2% | $145,433-28.2% | $82,448+26.6% |
| Participation rate | 98.9% | 75.6%+23.2pp | 82.1%+16.8pp | 68.1%+30.8pp |
| Annual return | 255.97% | 27.59%+228.4pp | 66.58%+189.4pp | 41.64%+214.3pp |
| Employer contribution / active EE | $356 | $3,444-89.7% | $4,554-92.2% | $2,551-86.0% |
| Participant deferral / active EE | $6,549 | $6,519+0.5% | $7,897-17.1% | $4,139+58.2% |
| Admin fee / account holder | $2,534 | $8,390-69.8% | $13,129-80.7% | $7,234-65.0% |