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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 | $34,400 | $63,764-46.1% | $81,926-58.0% | $79,858-56.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 9.63% | 22.66%-13.0pp | 29.49%-19.9pp | 31.72%-22.1pp |
| Employer contribution / active EE | $326 | $1,795-81.8% | $4,310-92.4% | $2,471-86.8% |
| Participant deferral / active EE | $2,103 | $2,780-24.4% | $7,108-70.4% | $3,740-43.8% |
| Admin fee / account holder | $1,096 | $4,426-75.2% | $5,159-78.8% | $5,306-79.3% |