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Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,506 | $72,269-35.6% | $101,271-54.1% | $79,852-41.8% |
| Participation rate | 97.8% | 68.5%+29.4pp | 75.8%+22.0pp | 69.6%+28.2pp |
| Annual return | 0.92% | 22.29%-21.4pp | 46.48%-45.6pp | 31.72%-30.8pp |
| Employer contribution / active EE | $2,370 | $2,692-12.0% | $3,660-35.2% | $2,471-4.1% |
| Participant deferral / active EE | $31 | $3,282-99.1% | $4,371-99.3% | $3,740-99.2% |
| Admin fee / account holder | $3,073 | $4,401-30.2% | $5,948-48.3% | $5,306-42.1% |