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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.)
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 | $37,045 | $101,653-63.6% | $147,080-74.8% | $74,459-50.2% |
| Participation rate | 71.1% | 75.6%-4.5pp | 82.2%-11.1pp | 67.2%+3.8pp |
| Annual return | 58.97% | 8754.98%-8696.0pp | 420.17%-361.2pp | 1369.70%-1310.7pp |
| Employer contribution / active EE | $1,583 | $3,813-58.5% | $4,933-67.9% | $2,626-39.7% |
| Participant deferral / active EE | $3,106 | $7,304-57.5% | $8,066-61.5% | $4,350-28.6% |
| Admin fee / account holder | $2,469 | $1,752+41.0% | $12,989-81.0% | $1,945+27.0% |