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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.)
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 | $49,857 | $76,551-34.9% | $123,894-59.8% | $62,881-20.7% |
| Participation rate | 82.2% | 73.0%+9.2pp | 81.4%+0.8pp | 69.3%+12.9pp |
| Annual return | 8.36% | 18.68%-10.3pp | 47.52%-39.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,527 | $4,840-47.8% | $5,984-57.8% | $3,203-21.1% |
| Admin fee / account holder | $2,735 | $4,826-43.3% | $8,357-67.3% | $4,296-36.3% |