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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 | $106,864-2.3% | $147,318-29.2% | $82,637+26.3% |
| Participation rate | 98.9% | 75.5%+23.4pp | 82.1%+16.8pp | 68.1%+30.8pp |
| Annual return | 255.97% | 27.49%+228.5pp | 70.43%+185.5pp | 53.51%+202.5pp |
| Employer contribution / active EE | $356 | $3,417-89.6% | $4,593-92.2% | $2,552-86.0% |
| Participant deferral / active EE | $6,549 | $6,496+0.8% | $7,906-17.2% | $4,126+58.7% |
| Admin fee / account holder | $2,534 | $8,415-69.9% | $13,708-81.5% | $7,339-65.5% |