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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 | $46,204 | $67,602-31.7% | $82,312-43.9% | $70,126-34.1% |
| Participation rate | 82.3% | 72.8%+9.5pp | 76.9%+5.4pp | 69.5%+12.8pp |
| Annual return | 15.32% | 21.57%-6.3pp | 25.88%-10.6pp | 73.15%-57.8pp |
| Employer contribution / active EE | $10 | $1,755-99.4% | $2,428-99.6% | $2,343-99.6% |
| Participant deferral / active EE | $4,533 | $2,987+51.7% | $3,706+22.3% | $3,332+36.0% |
| Admin fee / account holder | $795 | $4,512-82.4% | $5,608-85.8% | $4,645-82.9% |