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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,541 | $85,766-64.4% | $136,298-77.6% | $70,126-56.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.10% | 31.46%-19.4pp | 5156.27%-5144.2pp | 73.15%-61.0pp |
| Employer contribution / active EE | $3,652 | $2,966+23.1% | $4,696-22.2% | $2,343+55.9% |
| Participant deferral / active EE | $1,261 | $5,051-75.0% | $6,247-79.8% | $3,332-62.1% |
| Admin fee / account holder | $400 | $5,421-92.6% | $9,244-95.7% | $4,645-91.4% |