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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 | $31,631 | $55,449-43.0% | $83,830-62.3% | $56,287-43.8% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -3.51% | -1.38%-2.1pp | 850.97%-854.5pp | -9.96%+6.4pp |
| Employer contribution / active EE | $4,500 | $2,430+85.2% | $3,631+23.9% | $2,111+113.2% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $320 | $656-51.2% | $5,479-94.2% | $521-38.5% |