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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 | $62,619 | $101,653-38.4% | $147,080-57.4% | $74,459-15.9% |
| Participation rate | 82.6% | 75.6%+7.0pp | 82.2%+0.4pp | 67.2%+15.3pp |
| Annual return | 14.97% | 8754.98%-8740.0pp | 420.17%-405.2pp | 1369.70%-1354.7pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $11,734 | $7,304+60.6% | $8,066+45.5% | $4,350+169.8% |
| Admin fee / account holder | $2,460 | $1,752+40.4% | $12,989-81.1% | $1,945+26.5% |