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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 | $64,501-34.9% | $108,753-61.4% | $65,306-35.7% |
| Participation rate | 78.4% | 50.8%+27.6pp | 71.1%+7.3pp | 57.7%+20.8pp |
| Annual return | 16.60% | 21.09%-4.5pp | 37.47%-20.9pp | 21.94%-5.3pp |
| Employer contribution / active EE | $0 | $1,069-100.0% | $2,427-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $2,309 | $2,401-3.8% | $4,115-43.9% | $2,959-22.0% |
| Admin fee / account holder | $2,029 | $4,971-59.2% | $10,320-80.3% | $3,480-41.7% |