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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 | $75,541-42.2% | $152,093-71.3% | $82,637-47.1% |
| Participation rate | 89.9% | 66.5%+23.3pp | 77.8%+12.1pp | 68.1%+21.8pp |
| Annual return | 19.36% | 32.56%-13.2pp | 66.36%-47.0pp | 53.51%-34.1pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,937 | $3,206+54.0% | $5,451-9.4% | $4,126+19.7% |
| Admin fee / account holder | $2,290 | $6,405-64.3% | $14,497-84.2% | $7,339-68.8% |