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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 | $40,919 | $79,209-48.3% | $102,434-60.1% | $74,459-45.0% |
| Participation rate | 75.4% | 74.8%+0.6pp | 76.5%-1.1pp | 67.2%+8.2pp |
| Annual return | 17.39% | 54.98%-37.6pp | 29.46%-12.1pp | 1369.70%-1352.3pp |
| Employer contribution / active EE | $717 | $2,362-69.6% | $3,023-76.3% | $2,626-72.7% |
| Participant deferral / active EE | $3,378 | $4,417-23.5% | $5,055-33.2% | $4,350-22.3% |
| Admin fee / account holder | $5,877 | $2,002+193.6% | $9,462-37.9% | $1,945+202.2% |