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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 | $26,058 | $54,729-52.4% | $86,235-69.8% | $71,529-63.6% |
| Participation rate | 74.4% | 60.1%+14.3pp | 69.0%+5.4pp | 67.9%+6.5pp |
| Annual return | 9.97% | 20.07%-10.1pp | 1170.03%-1160.1pp | 28.97%-19.0pp |
| Employer contribution / active EE | $248 | $1,267-80.4% | $2,381-89.6% | $2,590-90.4% |
| Participant deferral / active EE | $1,457 | $3,110-53.2% | $3,987-63.5% | $4,291-66.1% |
| Admin fee / account holder | $962 | $1,921-49.9% | $6,856-86.0% | $1,588-39.5% |