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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 | $16,301 | $85,171-80.9% | $172,752-90.6% | $72,975-77.7% |
| Participation rate | 85.3% | 70.1%+15.3pp | 82.6%+2.7pp | 69.5%+15.8pp |
| Annual return | 19.42% | 27.32%-7.9pp | 802.97%-783.6pp | 81.01%-61.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,593 | $3,260-20.5% | $5,198-50.1% | $3,608-28.1% |
| Admin fee / account holder | $2,131 | $5,880-63.8% | $13,955-84.7% | $5,124-58.4% |