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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.)
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 | $57,991 | $63,346-8.5% | $92,240-37.1% | $70,126-17.3% |
| Participation rate | 78.5% | 68.7%+9.8pp | 76.5%+2.0pp | 69.5%+9.0pp |
| Annual return | 19.66% | 530.19%-510.5pp | 176.29%-156.6pp | 73.15%-53.5pp |
| Employer contribution / active EE | $14,807 | $2,471+499.2% | $3,680+302.4% | $2,343+532.1% |
| Participant deferral / active EE | $396 | $2,854-86.1% | $3,897-89.8% | $3,332-88.1% |
| Admin fee / account holder | $2,852 | $3,841-25.7% | $5,194-45.1% | $4,645-38.6% |