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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 | $41,971 | $64,010-34.4% | $108,359-61.3% | $64,340-34.8% |
| Participation rate | 78.4% | 49.4%+29.1pp | 70.1%+8.3pp | 55.2%+23.2pp |
| Annual return | 16.60% | 19.74%-3.1pp | 36.89%-20.3pp | 24.14%-7.5pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,399-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,309 | $2,395-3.6% | $4,137-44.2% | $2,980-22.5% |
| Admin fee / account holder | $2,029 | $4,885-58.5% | $9,741-79.2% | $3,703-45.2% |