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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 | $106,524-2.0% | $152,301-31.5% | $87,485+19.3% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.4%+16.4pp | 68.9%+30.0pp |
| Annual return | 255.97% | 26.89%+229.1pp | 80.50%+175.5pp | 26.06%+229.9pp |
| Employer contribution / active EE | $356 | $3,371-89.4% | $4,624-92.3% | $2,596-86.3% |
| Participant deferral / active EE | $6,549 | $6,525+0.4% | $8,004-18.2% | $4,274+53.2% |
| Admin fee / account holder | $2,534 | $8,287-69.4% | $14,398-82.4% | $7,775-67.4% |