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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 | $73,459-54.2% | $178,528-81.2% | $74,429-54.8% |
| Participation rate | 78.2% | 66.5%+11.6pp | 77.1%+1.1pp | 67.2%+11.0pp |
| Annual return | 10.84% | 17.50%-6.7pp | 27.11%-16.3pp | 1368.38%-1357.5pp |
| Employer contribution / active EE | $396 | $2,219-82.2% | $3,950-90.0% | $2,625-84.9% |
| Participant deferral / active EE | $2,144 | $4,515-52.5% | $6,278-65.8% | $4,348-50.7% |
| Admin fee / account holder | $2,570 | $1,812+41.8% | $10,419-75.3% | $1,944+32.2% |