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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 | $29,694 | $74,535-60.2% | $100,712-70.5% | $82,637-64.1% |
| Participation rate | 94.5% | 61.2%+33.3pp | 69.3%+25.2pp | 68.1%+26.5pp |
| Annual return | 18.31% | 18.92%-0.6pp | 33.27%-15.0pp | 53.51%-35.2pp |
| Employer contribution / active EE | $293 | $1,503-80.5% | $2,313-87.3% | $2,552-88.5% |
| Participant deferral / active EE | $2,131 | $3,074-30.7% | $4,085-47.8% | $4,126-48.4% |
| Admin fee / account holder | $2,255 | $6,576-65.7% | $9,256-75.6% | $7,339-69.3% |