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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.)
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 | $33,615 | $73,532-54.3% | $178,505-81.2% | $74,478-54.9% |
| Participation rate | 78.2% | 66.6%+11.6pp | 77.1%+1.1pp | 67.2%+11.0pp |
| Annual return | 10.84% | 17.49%-6.7pp | 27.16%-16.3pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $396 | $2,221-82.2% | $3,955-90.0% | $2,626-84.9% |
| Participant deferral / active EE | $2,144 | $4,519-52.5% | $6,280-65.9% | $4,350-50.7% |
| Admin fee / account holder | $2,570 | $1,813+41.8% | $10,428-75.4% | $1,946+32.1% |