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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 | $82,674 | $82,6740% | $125,381-34.1% | $68,486+20.7% |
| Participation rate | 85.3% | 75.1%+10.2pp | 82.4%+2.9pp | 67.9%+17.4pp |
| Annual return | -18.19% | -5.97%-12.2pp | 572.31%-590.5pp | -7.85%-10.3pp |
| Employer contribution / active EE | $130 | $3,382-96.2% | $4,815-97.3% | $2,597-95.0% |
| Participant deferral / active EE | $12,932 | $6,111+111.6% | $7,448+73.6% | $4,028+221.1% |
| Admin fee / account holder | $11,256 | $6,277+79.3% | $10,007+12.5% | $5,404+108.3% |