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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,978 | $58,726-26.8% | $92,240-53.4% | $62,293-31.0% |
| Participation rate | 94.4% | 68.3%+26.1pp | 76.5%+18.0pp | 69.5%+24.9pp |
| Annual return | 11.94% | 43.62%-31.7pp | 176.29%-164.3pp | 28.90%-17.0pp |
| Employer contribution / active EE | $276 | $2,392-88.5% | $3,680-92.5% | $2,042-86.5% |
| Participant deferral / active EE | $5,777 | $2,766+108.9% | $3,897+48.2% | $3,169+82.3% |
| Admin fee / account holder | $7,822 | $556+1305.8% | $5,194+50.6% | $479+1531.9% |