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Participant 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 | $28,261 | $99,875-71.7% | $146,866-80.8% | $86,983-67.5% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.5%+14.9pp | 69.5%+27.9pp |
| Annual return | 15.47% | 28.10%-12.6pp | 102.85%-87.4pp | 25.83%-10.4pp |
| Employer contribution / active EE | $7,162 | $3,224+122.1% | $4,425+61.9% | $2,584+177.1% |
| Participant deferral / active EE | $1,355 | $6,322-78.6% | $7,759-82.5% | $4,194-67.7% |
| Admin fee / account holder | $4,231 | $7,838-46.0% | $13,620-68.9% | $7,856-46.1% |