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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 | $76,407-87.8% | $150,298-93.8% | $82,448-88.7% |
| Participation rate | 78.8% | 66.4%+12.4pp | 77.8%+1.1pp | 68.1%+10.8pp |
| Annual return | 14.42% | 39.99%-25.6pp | 62.79%-48.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,280 | $3,214-29.1% | $5,453-58.2% | $4,139-44.9% |
| Admin fee / account holder | $1,032 | $6,352-83.7% | $14,116-92.7% | $7,234-85.7% |