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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 | $29,091 | $72,404-59.8% | $110,243-73.6% | $64,173-54.7% |
| Participation rate | 85.9% | 73.3%+12.6pp | 79.8%+6.1pp | 69.6%+16.3pp |
| Annual return | -3.01% | -6.29%+3.3pp | 314.76%-317.8pp | 7.63%-10.6pp |
| Employer contribution / active EE | $379 | $2,282-83.4% | $3,827-90.1% | $2,381-84.1% |
| Participant deferral / active EE | $2,932 | $3,469-15.5% | $4,672-37.2% | $3,470-15.5% |
| Admin fee / account holder | $3,973 | $5,664-29.9% | $8,548-53.5% | $4,887-18.7% |