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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.)
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 | $38,295 | $91,474-58.1% | $135,982-71.8% | $71,529-46.5% |
| Participation rate | 94.1% | 75.7%+18.4pp | 81.9%+12.1pp | 67.9%+26.1pp |
| Annual return | 13.00% | 29.89%-16.9pp | 68.32%-55.3pp | 28.97%-16.0pp |
| Employer contribution / active EE | $1,726 | $3,705-53.4% | $4,859-64.5% | $2,590-33.3% |
| Participant deferral / active EE | $2,048 | $7,095-71.1% | $7,760-73.6% | $4,291-52.3% |
| Admin fee / account holder | $1,203 | $1,267-5.1% | $10,767-88.8% | $1,588-24.3% |