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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,830 | $84,236-78.8% | $170,435-89.5% | $70,126-74.6% |
| Participation rate | 90.3% | 70.8%+19.4pp | 83.6%+6.7pp | 69.5%+20.7pp |
| Annual return | 4.56% | 23.06%-18.5pp | 205.94%-201.4pp | 73.15%-68.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,049 | $3,086-1.2% | $4,939-38.3% | $3,332-8.5% |
| Admin fee / account holder | $827 | $5,698-85.5% | $13,881-94.0% | $4,645-82.2% |