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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 | $22,089 | $54,541-59.5% | $78,778-72.0% | $70,126-68.5% |
| Participation rate | 85.1% | 60.8%+24.3pp | 69.2%+15.9pp | 69.5%+15.5pp |
| Annual return | 12.07% | 21.07%-9.0pp | 35.62%-23.6pp | 73.15%-61.1pp |
| Employer contribution / active EE | $1,758 | $1,089+61.5% | $1,986-11.4% | $2,343-24.9% |
| Participant deferral / active EE | $950 | $2,210-57.0% | $2,958-67.9% | $3,332-71.5% |
| Admin fee / account holder | $859 | $3,709-76.8% | $5,134-83.3% | $4,645-81.5% |