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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 | $46,203 | $86,655-46.7% | $119,608-61.4% | $66,930-31.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -18.68% | -8.00%-10.7pp | -14.98%-3.7pp | 1.57%-20.3pp |
| Employer contribution / active EE | $1,395 | $2,536-45.0% | $4,232-67.0% | $2,545-45.2% |
| Participant deferral / active EE | $2,248 | $4,358-48.4% | $5,601-59.9% | $4,238-46.9% |
| Admin fee / account holder | $865 | $755+14.7% | $10,326-91.6% | $593+45.8% |