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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 | $49,969 | $80,705-38.1% | $115,768-56.8% | $67,986-26.5% |
| Participation rate | 86.2% | 63.0%+23.3pp | 74.4%+11.8pp | 57.2%+29.0pp |
| Annual return | 11.32% | 18.49%-7.2pp | 100.46%-89.1pp | 31.67%-20.3pp |
| Employer contribution / active EE | $416 | $2,046-79.7% | $2,940-85.8% | $2,019-79.4% |
| Participant deferral / active EE | $3,469 | $3,559-2.5% | $4,917-29.4% | $3,358+3.3% |
| Admin fee / account holder | $4,787 | $4,135+15.8% | $12,439-61.5% | $3,203+49.4% |