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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.)
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 | $107,988 | $29,670+264.0% | $56,054+92.6% | $80,911+33.5% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 12.45% | 35.24%-22.8pp | 1705.95%-1693.5pp | 35.63%-23.2pp |
| Employer contribution / active EE | $6,681 | $670+897.6% | $1,039+543.0% | $2,756+142.4% |
| Participant deferral / active EE | $0 | $1,227-100.0% | $1,952-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,703 | $2,431+11.2% | $2,822-4.2% | $6,935-61.0% |