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Participant 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 | $47,212 | $78,425-39.8% | $95,956-50.8% | $79,858-40.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 6.77% | 19.37%-12.6pp | 91.63%-84.9pp | 31.72%-24.9pp |
| Employer contribution / active EE | $4,545 | $1,945+133.7% | $2,541+78.9% | $2,471+84.0% |
| Participant deferral / active EE | $1,081 | $3,440-68.6% | $4,167-74.1% | $3,740-71.1% |
| Admin fee / account holder | $891 | $5,622-84.1% | $6,797-86.9% | $5,306-83.2% |