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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 | $76,383-34.6% | $121,663-58.9% | $64,340-22.3% |
| Participation rate | 86.2% | 60.4%+25.8pp | 74.5%+11.7pp | 55.2%+31.0pp |
| Annual return | 11.32% | 16.98%-5.7pp | 147.54%-136.2pp | 24.14%-12.8pp |
| Employer contribution / active EE | $416 | $1,943-78.6% | $3,020-86.2% | $1,862-77.6% |
| Participant deferral / active EE | $3,469 | $3,149+10.1% | $4,887-29.0% | $2,980+16.4% |
| Admin fee / account holder | $4,787 | $4,142+15.6% | $14,289-66.5% | $3,703+29.3% |