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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 | $36,623 | $61,660-40.6% | $80,022-54.2% | $64,173-42.9% |
| Participation rate | 87.8% | 71.7%+16.1pp | 75.8%+11.9pp | 69.6%+18.2pp |
| Annual return | 57.90% | -0.33%+58.2pp | 11.22%+46.7pp | 7.63%+50.3pp |
| Employer contribution / active EE | $263 | $1,810-85.4% | $2,468-89.3% | $2,381-88.9% |
| Participant deferral / active EE | $1,908 | $2,968-35.7% | $3,686-48.2% | $3,470-45.0% |
| Admin fee / account holder | $1,996 | $5,417-63.1% | $6,521-69.4% | $4,887-59.2% |