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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 | $23,602 | $61,214-61.4% | $83,327-71.7% | $56,289-58.1% |
| Participation rate | 96.1% | 72.6%+23.5pp | 77.8%+18.3pp | 69.9%+26.2pp |
| Annual return | -9.91% | 0.42%-10.3pp | 10.64%-20.5pp | -9.96%+0.1pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $7,330 | $5,091+44.0% | $5,565+31.7% | $3,350+118.8% |
| Admin fee / account holder | $1,821 | $512+255.9% | $7,540-75.9% | $521+249.5% |