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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 | $36,830 | $52,884-30.4% | $84,753-56.5% | $55,167-33.2% |
| Participation rate | 90.9% | 67.5%+23.4pp | 76.6%+14.3pp | 69.0%+21.9pp |
| Annual return | 7.66% | 18.03%-10.4pp | 22.78%-15.1pp | 169.23%-161.6pp |
| Employer contribution / active EE | $193 | $2,233-91.3% | $3,574-94.6% | $1,963-90.1% |
| Participant deferral / active EE | $3,086 | $2,644+16.7% | $3,712-16.9% | $3,054+1.0% |
| Admin fee / account holder | $1,939 | $581+234.0% | $5,333-63.6% | $504+284.9% |