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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 | $18,228 | $56,339-67.6% | $104,301-82.5% | $68,486-73.4% |
| Participation rate | 80.9% | 63.3%+17.6pp | 73.3%+7.6pp | 67.9%+13.0pp |
| Annual return | -18.32% | -9.19%-9.1pp | 24.61%-42.9pp | -7.85%-10.5pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $28,730 | $3,077+833.6% | $4,626+521.1% | $4,028+613.3% |
| Admin fee / account holder | $2,573 | $4,902-47.5% | $7,340-64.9% | $5,404-52.4% |