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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 | $50,784 | $79,223-35.9% | $102,460-50.4% | $74,478-31.8% |
| Participation rate | 82.8% | 74.8%+8.0pp | 76.5%+6.2pp | 67.2%+15.5pp |
| Annual return | 13.28% | 54.98%-41.7pp | 29.47%-16.2pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $620 | $2,363-73.8% | $3,025-79.5% | $2,626-76.4% |
| Participant deferral / active EE | $2,851 | $4,417-35.5% | $5,056-43.6% | $4,350-34.5% |
| Admin fee / account holder | $699 | $2,003-65.1% | $9,460-92.6% | $1,946-64.1% |