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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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,583 | $65,364-53.2% | $92,909-67.1% | $72,975-58.1% |
| Participation rate | 72.4% | 68.3%+4.1pp | 76.0%-3.6pp | 69.5%+2.9pp |
| Annual return | 11.54% | 42.11%-30.6pp | 109.44%-97.9pp | 81.01%-69.5pp |
| Employer contribution / active EE | $356 | $2,594-86.3% | $3,653-90.3% | $2,440-85.4% |
| Participant deferral / active EE | $1,449 | $3,128-53.7% | $4,238-65.8% | $3,608-59.8% |
| Admin fee / account holder | $340 | $4,251-92.0% | $5,795-94.1% | $5,124-93.4% |