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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 | $80,674-59.4% | $119,126-72.5% | $64,340-49.0% |
| Participation rate | 81.2% | 55.2%+26.0pp | 75.8%+5.4pp | 55.2%+25.9pp |
| Annual return | 15.67% | 26.86%-11.2pp | 282.11%-266.4pp | 24.14%-8.5pp |
| Employer contribution / active EE | $4,244 | $2,564+65.5% | $4,034+5.2% | $1,862+128.0% |
| Participant deferral / active EE | $761 | $3,053-75.1% | $5,318-85.7% | $2,980-74.5% |
| Admin fee / account holder | $2,207 | $4,559-51.6% | $10,693-79.4% | $3,703-40.4% |