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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 | $43,685 | $76,407-42.8% | $150,298-70.9% | $82,448-47.0% |
| Participation rate | 89.9% | 66.4%+23.5pp | 77.8%+12.1pp | 68.1%+21.8pp |
| Annual return | 19.36% | 39.99%-20.6pp | 62.79%-43.4pp | 41.64%-22.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,937 | $3,214+53.6% | $5,453-9.5% | $4,139+19.3% |
| Admin fee / account holder | $2,290 | $6,352-64.0% | $14,116-83.8% | $7,234-68.4% |