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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 | $9,310 | $75,541-87.7% | $152,093-93.9% | $82,637-88.7% |
| Participation rate | 78.8% | 66.5%+12.3pp | 77.8%+1.1pp | 68.1%+10.8pp |
| Annual return | 14.42% | 32.56%-18.1pp | 66.36%-51.9pp | 53.51%-39.1pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,280 | $3,206-28.9% | $5,451-58.2% | $4,126-44.7% |
| Admin fee / account holder | $1,032 | $6,405-83.9% | $14,497-92.9% | $7,339-85.9% |