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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 | $32,781 | $83,369-60.7% | $105,223-68.8% | $67,986-51.8% |
| Participation rate | 81.2% | 56.3%+24.9pp | 75.0%+6.1pp | 57.2%+24.0pp |
| Annual return | 15.67% | 24.64%-9.0pp | 180.65%-165.0pp | 31.67%-16.0pp |
| Employer contribution / active EE | $4,244 | $2,541+67.1% | $3,689+15.1% | $2,019+110.2% |
| Participant deferral / active EE | $761 | $3,295-76.9% | $5,072-85.0% | $3,358-77.3% |
| Admin fee / account holder | $2,207 | $4,073-45.8% | $8,859-75.1% | $3,203-31.1% |